Granite FO LLC
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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
Q3 		$15.1K Hold
133
– – 0.01% 91
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 		$15K 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 $59.5B AUM 15.92% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Strategic Point Investment Advisors
Strategic Point Investment Advisors Providence, Rhode Island $772M AUM 11.19% 1-Year Est. Return

Granite FO LLC's IEI Position: Q3 2026 in Review

Granite FO LLC held its iShares 3-7 Year Treasury Bond ETF (IEI) position steady in Q3 2026 at 133 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #91.

Granite FO LLC first reported a position in IEI in Q4 2022 and has held it in 15 quarters since. The position peaked at $58.1K in Q4 2022. 427 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

  • Granite FO LLC held 133 shares of iShares 3-7 Year Treasury Bond ETF worth $15.1K as of Q3 2026.
  • Granite FO LLC left its iShares 3-7 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 3-7 Year Treasury Bond ETF made up 0.01% of Granite FO LLC's portfolio in Q3 2026, its #91 holding.
  • Granite FO LLC first reported a position in iShares 3-7 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Granite FO LLC's iShares 3-7 Year Treasury Bond ETF position peaked at $58.1K in Q4 2022.
  • 427 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.