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Freestone Capital Holdings’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Freestone Capital Holdings’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 		$552K Sell
4,698
-7,475
-61% -$880K 0.01% 366
2026
Q1 		$1.44M Sell
12,173
-8,568
-41% -$1.02M 0.04% 208
2025
Q4 		$2.48M Buy
20,741
+3,814
+23% +$456K 0.07% 159
2025
Q3 		$2.02M Buy
+16,927
New +$2.01M 0.06% 180

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Freestone Capital Holdings's IEI Position: Q2 2026 in Review

Freestone Capital Holdings reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 61% in Q2 2026, selling an estimated $880K and leaving 4,698 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #366.

Freestone Capital Holdings first reported a position in IEI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.48M in Q4 2025. 542 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Freestone Capital Holdings held 4,698 shares of iShares 3-7 Year Treasury Bond ETF worth $552K as of Q2 2026.
  • Freestone Capital Holdings sold 7,475 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $880K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #366 holding.
  • Freestone Capital Holdings first reported a position in iShares 3-7 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Freestone Capital Holdings's iShares 3-7 Year Treasury Bond ETF position peaked at $2.48M in Q4 2025.
  • 542 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.