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

Berkshire 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
2025
Q4 		– Sell
-5,831
Closed -$697K – 277
2025
Q3 		$697K Buy
5,831
+1,147
+24% +$136K 0.03% 166
2025
Q2 		$558K Buy
+4,684
New +$553K 0.03% 178

Other funds holding IEI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Berkshire Asset Management's IEI Position: Q4 2025 in Review

Berkshire Asset Management sold out of iShares 3-7 Year Treasury Bond ETF (IEI) in Q4 2025, closing a stake of 5,831 shares — an estimated $697K sold.

Berkshire Asset Management first reported a position in IEI in Q2 2025 and held it in 2 quarters. The position peaked at $697K in Q3 2025. 846 funds tracked by Wall St. Rank hold IEI as of Q4 2025.

  • Berkshire Asset Management reported no remaining iShares 3-7 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Berkshire Asset Management sold 5,831 iShares 3-7 Year Treasury Bond ETF shares in Q4 2025, an estimated $697K.
  • Berkshire Asset Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Berkshire Asset Management's iShares 3-7 Year Treasury Bond ETF position peaked at $697K in Q3 2025.
  • 846 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2025.

Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.