Addis & Hill
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Addis & Hill’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Addis & Hill’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 		$859K Hold
9,078
– – 0.47% 17
2026
Q2 		$859K Buy
+9,078
New +$859K 0.47% 17

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Raub Brock Capital Management
Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Addis & Hill's IEF Position: Q3 2026 in Review

Addis & Hill held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 9,078 shares worth $859K. The position accounts for 0.47% of the portfolio, ranked #17.

Addis & Hill first reported a position in IEF in Q2 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Addis & Hill held 9,078 shares of iShares 7-10 Year Treasury Bond ETF worth $859K as of Q3 2026.
  • Addis & Hill left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.47% of Addis & Hill's portfolio in Q3 2026, its #17 holding.
  • Addis & Hill first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Addis & Hill's 13F filing for Q3 2026, filed 19 Oct 2026.