William Mack & Associates’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

William Mack & Associates’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	$795	Buy	+7	New	+$811	﹤0.01%	766

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

William Mack & Associates's IEI Position: Q3 2026 in Review

William Mack & Associates opened a new position in iShares 3-7 Year Treasury Bond ETF (IEI) in Q3 2026: 7 shares worth $795. The stake represents ﹤0.01% of the portfolio and ranks #766 among its holdings.

729 funds tracked by Wall St. Rank hold IEI as of Q3 2026.

William Mack & Associates held 7 shares of iShares 3-7 Year Treasury Bond ETF worth $795 as of Q3 2026.
iShares 3-7 Year Treasury Bond ETF was a new William Mack & Associates position in Q3 2026.
iShares 3-7 Year Treasury Bond ETF made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #766 holding.
729 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.