BEI
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Benjamin Edwards Inc’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Benjamin Edwards Inc’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 		$6.29M Sell
53,583
-287,838
-84% -$33.9M 0.06% 304
2026
Q1 		$40.5M Buy
341,421
+12,951
+4% +$1.54M 0.4% 63
2025
Q4 		$39.2M Buy
328,470
+48,956
+18% +$5.86M 0.43% 61
2025
Q3 		$33.4M Sell
279,514
-315,319
-53% -$37.5M 0.38% 74
2025
Q2 		$70.8M Buy
594,833
+475,718
+399% +$56.1M 0.9% 15
2025
Q1 		$14.1M Buy
119,115
+11,666
+11% +$1.36M 0.2% 124
2024
Q4 		$12.4M Sell
107,449
-26,932
-20% -$3.14M 0.18% 140
2024
Q3 		$16.1M Buy
134,381
+109,840
+448% +$13M 0.23% 112
2024
Q2 		$2.83M Sell
24,541
-12,055
-33% -$1.38M 0.55% 48
2024
Q1 		$4.24M Buy
36,596
+6,200
+20% +$720K 0.84% 22
2023
Q4 		$3.56M Sell
30,396
-8,786
-22% -$1M 0.78% 27
2023
Q3 		$4.43M Sell
39,182
-6,031
-13% -$690K 1.05% 16
2023
Q2 		$5.21M Buy
45,213
+214
+0.5% +$25.1K 1.21% 9
2023
Q1 		$5.29M Buy
+44,999
New +$5.23M 1.29% 9
2022
Q3 		– Sell
-33,242
Closed -$3.93M – 722
2022
Q2 		$3.97M Buy
33,242
+11,158
+51% +$1.33M 1.17% 9
2022
Q1 		$2.69M Buy
+22,084
New +$2.77M 0.78% 30
2020
Q2 		– Sell
-332
Closed -$44.3K – 379
2020
Q1 		$44K Buy
332
+1
+0.3% +$129 0.05% 182
2019
Q4 		$42K Sell
331
-398
-55% -$50.3K 0.09% 135
2019
Q3 		$92K Buy
729
+4
+0.6% +$505 0.2% 102
2019
Q2 		$91K Buy
+725
New +$89.7K 0.22% 92

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benjamin Edwards Inc's IEI Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 84% in Q2 2026, selling an estimated $33.9M and leaving 53,583 shares worth $6.29M. The position accounts for 0.06% of the portfolio, ranked #304.

Benjamin Edwards Inc first reported a position in IEI in Q2 2019 and has held it in 20 quarters since. The position peaked at $70.8M in Q2 2025. 819 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Benjamin Edwards Inc held 53,583 shares of iShares 3-7 Year Treasury Bond ETF worth $6.29M as of Q2 2026.
  • Benjamin Edwards Inc sold 287,838 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $33.9M.
  • iShares 3-7 Year Treasury Bond ETF made up 0.06% of Benjamin Edwards Inc's portfolio in Q2 2026, its #304 holding.
  • Benjamin Edwards Inc first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2019 and has held it in 20 quarters since.
  • Benjamin Edwards Inc's iShares 3-7 Year Treasury Bond ETF position peaked at $70.8M in Q2 2025.
  • 819 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.