BCM
IEI icon

Brookstone Capital Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Brookstone Capital 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 		$5.09M Buy
43,354
+2,380
+6% +$280K 0.05% 324
2026
Q1 		$4.86M Buy
40,974
+31,732
+343% +$3.78M 0.06% 324
2025
Q4 		$1.1M Sell
9,242
-483
-5% -$57.8K 0.01% 604
2025
Q3 		$1.16M Sell
9,725
-606
-6% -$72.1K 0.01% 572
2025
Q2 		$1.23M Sell
10,331
-2,342
-18% -$276K 0.02% 521
2025
Q1 		$1.5M Buy
12,673
+1,681
+15% +$196K 0.02% 454
2024
Q4 		$1.27M Sell
10,992
-43,028
-80% -$5.02M 0.02% 464
2024
Q3 		$6.46M Buy
54,020
+39,781
+279% +$4.7M 0.1% 216
2024
Q2 		$1.66M Buy
14,239
+1,503
+12% +$172K 0.03% 403
2024
Q1 		$1.47M Sell
12,736
-600
-4% -$69.6K 0.03% 405
2023
Q4 		$1.56M Buy
13,336
+2,740
+26% +$313K 0.03% 369
2023
Q3 		$1.18M Sell
10,596
-1,249
-11% -$143K 0.03% 400
2023
Q2 		$1.35M Sell
11,845
-14,883
-56% -$1.74M 0.03% 379
2023
Q1 		$3.13M Buy
26,728
+9,801
+58% +$1.14M 0.06% 253
2022
Q4 		$1.97M Sell
16,927
-3,837
-18% -$440K 0.04% 315
2022
Q3 		$2.37M Buy
20,764
+5,866
+39% +$694K 0.05% 258
2022
Q2 		$1.77M Sell
14,898
-13,181
-47% -$1.58M 0.04% 309
2022
Q1 		$3.37M Sell
28,079
-28,377
-50% -$3.56M 0.07% 232
2021
Q4 		$7.19M Sell
56,456
-11,416
-17% -$1.47M 0.12% 144
2021
Q3 		$8.8M Sell
67,872
-1,746
-3% -$229K 0.16% 123
2021
Q2 		$9.1M Sell
69,618
-4,736
-6% -$618K 0.16% 123
2021
Q1 		$9.66M Buy
74,354
+24,534
+49% +$3.23M 0.37% 68
2020
Q4 		$6.63M Sell
49,820
-45,218
-48% -$6.01M 0.26% 79
2020
Q3 		$12.7M Buy
95,038
+72,001
+313% +$9.62M 0.59% 34
2020
Q2 		$3.08M Sell
23,037
-10,421
-31% -$1.39M 0.19% 79
2020
Q1 		$4.46M Sell
33,458
-12,447
-27% -$1.6M 0.26% 55
2019
Q4 		$5.77M Sell
45,905
-10,724
-19% -$1.35M 0.29% 54
2019
Q3 		$7.18M Buy
56,629
+23,229
+70% +$2.94M 0.39% 43
2019
Q2 		$4.2M Buy
33,400
+25,733
+336% +$3.18M 0.24% 67
2019
Q1 		$945K Buy
7,667
+2,447
+47% +$298K 0.06% 146
2018
Q4 		$634K Sell
5,220
-6,220
-54% -$742K 0.05% 161
2018
Q3 		$1.36M Buy
11,440
+179
+2% +$21.4K 0.1% 156
2018
Q2 		$1.35M Buy
11,261
+6,714
+148% +$803K 0.12% 141
2018
Q1 		$548K Sell
4,547
-127
-3% -$15.3K 0.05% 172
2017
Q4 		$571K Sell
4,674
-7,887
-63% -$969K 0.05% 178
2017
Q3 		$1.55M Sell
12,561
-977
-7% -$121K 0.14% 124
2017
Q2 		$1.67M Buy
13,538
+4,019
+42% +$497K 0.16% 122
2017
Q1 		$1.17M Sell
9,519
-929
-9% -$114K 0.12% 132
2016
Q4 		$1.28M Sell
10,448
-17,170
-62% -$2.13M 0.14% 134
2016
Q3 		$3.5M Sell
27,618
-3,058
-10% -$387K 0.38% 95
2016
Q2 		$3.91M Buy
30,676
+15,993
+109% +$2.01M 0.51% 47
2016
Q1 		$1.85M Buy
+14,683
New +$1.83M 0.28% 108
2015
Q4 		– Sell
-62
Closed -$8K – 488
2015
Q3 		$8K Buy
62
+35
+130% +$4.32K ﹤0.01% 1240
2015
Q2 		$3K Buy
+27
New +$3.33K ﹤0.01% 1698

Other funds holding IEI

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
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
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Brookstone Capital Management's IEI Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 5.8% in Q2 2026, buying an estimated $280K and bringing the position to 43,354 shares worth $5.09M. The position accounts for 0.05% of the portfolio, ranked #324.

Brookstone Capital Management first reported a position in IEI in Q2 2015 and has held it in 44 quarters since. The position peaked at $12.7M in Q3 2020. 154 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Brookstone Capital Management held 43,354 shares of iShares 3-7 Year Treasury Bond ETF worth $5.09M as of Q2 2026.
  • Brookstone Capital Management bought 2,380 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $280K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #324 holding.
  • Brookstone Capital Management first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • Brookstone Capital Management's iShares 3-7 Year Treasury Bond ETF position peaked at $12.7M in Q3 2020.
  • 154 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.