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Granite FO LLC’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Granite FO LLC’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 		$15.6K Hold
133
– – 0.01% 89
2026
Q1 		$15.8K Hold
133
– – 0.01% 90
2025
Q4 		$15.9K Hold
133
– – 0.01% 96
2025
Q3 		$15.9K Hold
133
– – 0.01% 108
2025
Q2 		$15.8K Hold
133
– – 0.01% 109
2025
Q1 		$15.7K Hold
133
– – 0.01% 108
2024
Q4 		$15.4K Hold
133
– – 0.01% 108
2024
Q3 		$15.9K Buy
+133
New +$15.7K 0.01% 109
2024
Q2 		– Sell
-133
Closed -$15.8K – 122
2024
Q1 		$15.8K Hold
133
– – 0.01% 115
2023
Q4 		$15.6K Hold
133
– – 0.01% 130
2023
Q3 		$15.1K Hold
133
– – 0.01% 134
2023
Q2 		$15.3K Hold
133
– – 0.01% 142
2023
Q1 		$15.7K Sell
133
-368
-73% -$42.8K 0.01% 190
2022
Q4 		$58.1K Buy
+501
New +$57.4K 0.04% 97

Other funds holding IEI

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return

Granite FO LLC's IEI Position: Q2 2026 in Review

Granite FO LLC held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q2 2026 at 133 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #89.

Granite FO LLC first reported a position in IEI in Q4 2022 and has held it in 14 quarters since. The position peaked at $58.1K in Q4 2022. 389 funds tracked by Wall St. Rank hold IEI as of Q2 2026.

  • Granite FO LLC held 133 shares of iShares 3-7 Year Treasury Bond ETF worth $15.6K as of Q2 2026.
  • Granite FO LLC left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Granite FO LLC's portfolio in Q2 2026, its #89 holding.
  • Granite FO LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Granite FO LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $58.1K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.