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Belpointe Asset Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Belpointe Asset Management’s Portfolio IEI Stock Details IEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Buy
3,500
+78
+2% +$9.18K 0.01% 787
2026
Q1 		$406K Buy
3,422
+48
+1% +$5.72K 0.01% 759
2025
Q4 		$403K Sell
3,374
-22
-0.6% -$2.63K 0.01% 724
2025
Q3 		$406K Sell
3,396
-156
-4% -$18.6K 0.02% 694
2025
Q2 		$423K Buy
3,552
+239
+7% +$28.2K 0.02% 633
2025
Q1 		$391K Sell
3,313
-43,962
-93% -$5.12M 0.02% 631
2024
Q4 		$5.61M Buy
47,275
+43,129
+1,040% +$5.03M 0.34% 53
2024
Q3 		$496K Buy
4,146
+914
+28% +$108K 0.03% 506
2024
Q2 		$373K Sell
3,232
-331
-9% -$37.9K 0.03% 523
2024
Q1 		$413K Sell
3,563
-165
-4% -$19.1K 0.03% 485
2023
Q4 		$437K Buy
+3,728
New +$425K 0.04% 403
2023
Q2 		– Sell
-2,152
Closed -$253K – 1855
2023
Q1 		$253K Sell
2,152
-7,702
-78% -$895K 0.01% 829
2022
Q4 		$1.13M Buy
9,854
+7,303
+286% +$837K 0.07% 289
2022
Q3 		$291K Buy
2,551
+334
+15% +$39.5K 0.02% 699
2022
Q2 		$265K Sell
2,217
-1,680
-43% -$201K 0.02% 721
2022
Q1 		$475K Buy
3,897
+427
+12% +$53.6K 0.03% 555
2021
Q4 		$447K Buy
3,470
+14
+0.4% +$1.81K 0.03% 553
2021
Q3 		$450K Sell
3,456
-1,462
-30% -$192K 0.03% 541
2021
Q2 		$642K Sell
4,918
-212
-4% -$27.7K 0.05% 414
2021
Q1 		$666K Sell
5,130
-1,574
-23% -$207K 0.06% 339
2020
Q4 		$891K Sell
6,704
-20
-0.3% -$2.66K 0.08% 272
2020
Q3 		$899K Buy
6,724
+2,186
+48% +$292K 0.1% 226
2020
Q2 		$607K Buy
4,538
+1,091
+32% +$145K 0.08% 259
2020
Q1 		$460K Sell
3,447
-1,988
-37% -$256K 0.08% 258
2019
Q4 		$683K Buy
5,435
+1,179
+28% +$149K 0.09% 251
2019
Q3 		$540K Sell
4,256
-5,189
-55% -$656K 0.09% 260
2019
Q2 		$1.19M Buy
+9,445
New +$1.17M 0.23% 96
2019
Q1 		– Sell
-17,391
Closed -$2.11M – 489
2018
Q4 		$2.11M Buy
17,391
+1,990
+13% +$237K 0.54% 27
2018
Q3 		$1.83M Buy
+15,401
New +$1.84M 0.29% 62
2018
Q1 		– Sell
-3,859
Closed -$471K – 405
2017
Q4 		$471K Sell
3,859
-5,614
-59% -$689K 0.1% 235
2017
Q3 		$1.17M Buy
+9,473
New +$1.17M 0.27% 83

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Belpointe Asset Management's IEI Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 2.3% in Q2 2026, buying an estimated $9.18K and bringing the position to 3,500 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #787.

Belpointe Asset Management first reported a position in IEI in Q3 2017 and has held it in 31 quarters since. The position peaked at $5.61M in Q4 2024. 387 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Belpointe Asset Management held 3,500 shares of iShares 3-7 Year Treasury Bond ETF worth $411K as of Q2 2026.
  • Belpointe Asset Management bought 78 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.18K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #787 holding.
  • Belpointe Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2017 and has held it in 31 quarters since.
  • Belpointe Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $5.61M in Q4 2024.
  • 387 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.