Biltmore Family Office’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Biltmore Family Office’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	$23.5K	Hold	200	–	–	﹤0.01%	302
2026 Q1	$23.7K	Hold	200	–	–	﹤0.01%	288
2025 Q4	$23.9K	Hold	200	–	–	﹤0.01%	285
2025 Q3	$23.9K	Hold	200	–	–	﹤0.01%	255
2025 Q2	$23.8K	Buy	+200	New	+$23.6K	﹤0.01%	252
2021 Q1	–	Sell	-21	Closed	-$3K	–	185
2020 Q4	$3K	Hold	21	–	–	﹤0.01%	182
2020 Q3	$3K	Hold	21	–	–	﹤0.01%	163
2020 Q2	$3K	Hold	21	–	–	﹤0.01%	174
2020 Q1	$3K	Buy	+21	New	+$2.71K	﹤0.01%	168
2019 Q4	–	Sell	-97	Closed	-$12K	–	214
2019 Q3	$12K	Buy	+97	New	+$12.3K	0.01%	164

Other funds holding IEI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Biltmore Family Office's IEI Position: Q2 2026 in Review

Biltmore Family Office held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 200 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Biltmore Family Office first reported a position in IEI in Q3 2019 and has held it in 10 quarters since. The position peaked at $23.9K in Q3 2025. 817 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Biltmore Family Office held 200 shares of iShares 3-7 Year Treasury Bond ETF worth $23.5K as of Q2 2026.
Biltmore Family Office left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of Biltmore Family Office's portfolio in Q2 2026, its #302 holding.
Biltmore Family Office first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2019 and has held it in 10 quarters since.
Biltmore Family Office's iShares 3-7 Year Treasury Bond ETF position peaked at $23.9K in Q3 2025.
817 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.