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

Berkshire Bank’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 		$1.81M Sell
15,427
-7,270
-32% -$856K 0.35% 55
2026
Q1 		$2.69M Sell
22,697
-17,214
-43% -$2.05M 0.55% 42
2025
Q4 		$4.76M Sell
39,911
-159,994
-80% -$19.1M 0.97% 24
2025
Q3 		$23.9M Buy
199,905
+26,042
+15% +$3.1M 5.14% 4
2025
Q2 		$20.7M Buy
173,863
+8,349
+5% +$985K 4.73% 4
2025
Q1 		$19.6M Buy
165,514
+2,873
+2% +$335K 4.76% 4
2024
Q4 		$18.8M Sell
162,641
-9,792
-6% -$1.14M 4.37% 5
2024
Q3 		$20.6M Buy
172,433
+8,635
+5% +$1.02M 4.84% 4
2024
Q2 		$18.9M Sell
163,798
-7,213
-4% -$827K 4.75% 5
2024
Q1 		$19.8M Sell
171,011
-2,192
-1% -$254K 4.92% 4
2023
Q4 		$20.3M Sell
173,203
-4,206
-2% -$480K 5.37% 3
2023
Q3 		$20.1M Sell
177,409
-7,308
-4% -$836K 5.78% 2
2023
Q2 		$21.3M Buy
184,717
+62,744
+51% +$7.35M 5.88% 2
2023
Q1 		$14.4M Buy
121,973
+2,337
+2% +$272K 4.26% 6
2022
Q4 		$13.7M Sell
119,636
-15,864
-12% -$1.82M 4.2% 4
2022
Q3 		$15.5M Sell
135,500
-270
-0.2% -$32K 4.74% 4
2022
Q2 		$16.2M Sell
135,770
-2,511
-2% -$300K 4.72% 3
2022
Q1 		$16.9M Buy
138,281
+2,752
+2% +$345K 4.01% 6
2021
Q4 		$17.4M Sell
135,529
-3,037
-2% -$392K 3.86% 6
2021
Q3 		$18M Buy
138,566
+3,996
+3% +$524K 4.4% 3
2021
Q2 		$17.6M Buy
134,570
+7,187
+6% +$938K 4.24% 4
2021
Q1 		$16.5M Buy
127,383
+1,014
+0.8% +$133K 4.16% 4
2020
Q4 		$16.8M Buy
126,369
+8,096
+7% +$1.08M 4.19% 5
2020
Q3 		$15.8M Buy
+118,273
New +$15.8M 4.2% 5

Other funds holding IEI

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MC
Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Berkshire Bank's IEI Position: Q2 2026 in Review

Berkshire Bank reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 32% in Q2 2026, selling an estimated $856K and leaving 15,427 shares worth $1.81M. The position accounts for 0.35% of the portfolio, ranked #55.

Berkshire Bank first reported a position in IEI in Q3 2020 and has held it in 24 quarters since. The position peaked at $23.9M in Q3 2025. 215 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Berkshire Bank held 15,427 shares of iShares 3-7 Year Treasury Bond ETF worth $1.81M as of Q2 2026.
  • Berkshire Bank sold 7,270 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $856K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.35% of Berkshire Bank's portfolio in Q2 2026, its #55 holding.
  • Berkshire Bank first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Berkshire Bank's iShares 3-7 Year Treasury Bond ETF position peaked at $23.9M in Q3 2025.
  • 215 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.