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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blalock Williams's IEI Position: Q1 2026 in Review

Blalock Williams reduced its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 3.5% in Q1 2026, selling an estimated $13K and leaving 3,028 shares worth $359K. The position accounts for 0.28% of the portfolio, ranked #82.

Blalock Williams first reported a position in IEI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2024. 833 funds tracked by Wall St. Rank hold IEI as of Q1 2026.

  • Blalock Williams held 3,028 shares of iShares 3-7 Year Treasury Bond ETF worth $359K as of Q1 2026.
  • Blalock Williams sold 109 iShares 3-7 Year Treasury Bond ETF shares in Q1 2026, an estimated $13K.
  • iShares 3-7 Year Treasury Bond ETF made up 0.28% of Blalock Williams's portfolio in Q1 2026, its #82 holding.
  • Blalock Williams first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Blalock Williams's iShares 3-7 Year Treasury Bond ETF position peaked at $1.02M in Q4 2024.
  • 833 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.