Acropolis Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Acropolis Investment Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.99M	Sell	67,080 -1,442	-2%	-$133K	0.24%	46
2026 Q2	$6.48M	Sell	68,522 -5,843	-8%	-$553K	0.26%	43
2026 Q1	$7.1M	Buy	74,365 +3,191	+4%	+$307K	0.31%	38
2025 Q4	$6.84M	Buy	71,174 +39,014	+121%	+$3.78M	0.31%	39
2025 Q3	$3.08M	Buy	32,160 +1,945	+6%	+$186K	0.16%	58
2025 Q2	$2.89M	Buy	30,215 +1,205	+4%	+$114K	0.16%	56
2025 Q1	$2.77M	Buy	29,010 +3,187	+12%	+$298K	0.16%	56
2024 Q4	$2.39M	Buy	+25,823	New	+$2.44M	0.14%	60
2018 Q4	–	Sell	-1,510	Closed	-$153K	–	146
2018 Q3	$153K	Buy	+1,510	New	+$154K	0.02%	122
2015 Q2	–	Sell	-1,480	Closed	-$160K	–	137
2015 Q1	$160K	Hold	1,480	–	–	0.03%	126
2014 Q4	$157K	Buy	+1,480	New	+$156K	0.03%	124
2013 Q4	–	Sell	-1,815	Closed	-$185K	–	122
2013 Q3	$185K	Sell	1,815 -1,730	-49%	-$175K	0.04%	110
2013 Q2	$363K	Buy	+3,545	New	+$378K	0.08%	81

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Acropolis Investment Management's IEF Position: Q3 2026 in Review

Acropolis Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q3 2026, selling an estimated $133K and leaving 67,080 shares worth $5.99M. The position accounts for 0.24% of the portfolio, ranked #46.

Acropolis Investment Management first reported a position in IEF in Q2 2013 and has held it in 13 quarters since. The position peaked at $7.1M in Q1 2026. 52 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Acropolis Investment Management held 67,080 shares of iShares 7-10 Year Treasury Bond ETF worth $5.99M as of Q3 2026.
Acropolis Investment Management sold 1,442 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $133K.
iShares 7-10 Year Treasury Bond ETF made up 0.24% of Acropolis Investment Management's portfolio in Q3 2026, its #46 holding.
Acropolis Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 13 quarters since.
Acropolis Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7.1M in Q1 2026.
52 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.