Blalock Williams’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Blalock Williams’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	$349K	Sell	2,971 -57	-2%	-$6.71K	0.23%	95
2026 Q1	$359K	Sell	3,028 -109	-3%	-$13K	0.28%	82
2025 Q4	$374K	Buy	3,137 +225	+8%	+$26.9K	0.3%	74
2025 Q3	$348K	Buy	2,912 +79	+3%	+$9.4K	0.3%	81
2025 Q2	$337K	Sell	2,833 -5,057	-64%	-$597K	0.34%	80
2025 Q1	$932K	Sell	7,890 -897	-10%	-$104K	1.04%	28
2024 Q4	$1.02M	Buy	+8,787	New	+$1.03M	1.18%	24

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

Blalock Williams's IEI Position: Q2 2026 in Review

Blalock Williams reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 1.9% in Q2 2026, selling an estimated $6.71K and leaving 2,971 shares worth $349K. The position accounts for 0.23% of the portfolio, ranked #95.

Blalock Williams first reported a position in IEI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2024. 821 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

Blalock Williams held 2,971 shares of iShares 3-7 Year Treasury Bond ETF worth $349K as of Q2 2026.
Blalock Williams sold 57 iShares 3-7 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.71K.
iShares 3-7 Year Treasury Bond ETF made up 0.23% of Blalock Williams's portfolio in Q2 2026, its #95 holding.
Blalock Williams first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Blalock Williams's iShares 3-7 Year Treasury Bond ETF position peaked at $1.02M in Q4 2024.
821 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.