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 Q3	$358K	Buy	3,108 +137	+5%	+$15.9K	0.22%	95
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 $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Blalock Williams's IEI Position: Q3 2026 in Review

Blalock Williams increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 4.6% in Q3 2026, buying an estimated $15.9K and bringing the position to 3,108 shares worth $358K. The position accounts for 0.22% of the portfolio, ranked #95.

Blalock Williams first reported a position in IEI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.02M in Q4 2024. 729 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

Blalock Williams held 3,108 shares of iShares 3-7 Year Treasury Bond ETF worth $358K as of Q3 2026.
Blalock Williams bought 137 iShares 3-7 Year Treasury Bond ETF shares in Q3 2026, an estimated $15.9K.
iShares 3-7 Year Treasury Bond ETF made up 0.22% of Blalock Williams's portfolio in Q3 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 8 quarters since.
Blalock Williams's iShares 3-7 Year Treasury Bond ETF position peaked at $1.02M in Q4 2024.
729 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Blalock Williams's 13F filing for Q3 2026, filed 13 Nov 2026.