Armstrong Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Armstrong Advisory Group’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	$55.6M	Buy	623,109 +609,376	+4,437%	+$56.4M	3.35%	6
2026 Q2	$1.3M	Sell	13,733 -5,700	-29%	-$539K	0.08%	82
2026 Q1	$1.85M	Sell	19,433 -687,582	-97%	-$66.1M	0.12%	60
2025 Q4	$68M	Buy	707,015 +682,247	+2,755%	+$66M	4.59%	6
2025 Q3	$2.39M	Sell	24,768 -170,703	-87%	-$16.3M	0.17%	49
2025 Q2	$18.7M	Sell	195,471 -947,686	-83%	-$89.6M	1.42%	19
2025 Q1	$106M	Hold	1,143,157	–	–	8.44%	3
2024 Q4	$106M	Buy	1,143,157 +507,737	+80%	+$48M	8.44%	3
2024 Q3	$62.3M	Sell	635,420 -339,792	-35%	-$32.8M	5.16%	6
2024 Q2	$91.3M	Sell	975,212 -277,700	-22%	-$25.8M	8.08%	4
2024 Q1	$121M	Hold	1,252,912	–	–	11.72%	1
2023 Q4	$121M	Sell	1,252,912 -314,831	-20%	-$29.1M	11.72%	1
2023 Q3	$144M	Buy	1,567,743 +158,633	+11%	+$15M	15.67%	1
2023 Q2	$136M	Buy	1,409,110 +481,239	+52%	+$47.3M	14.45%	1
2023 Q1	$92M	Buy	927,871 +348,135	+60%	+$34M	10.86%	2
2022 Q4	$55.5M	Buy	+579,736	New	+$55.7M	7.31%	4

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

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

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 West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group's IEF Position: Q3 2026 in Review

Armstrong Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4,437% in Q3 2026, buying an estimated $56.4M and bringing the position to 623,109 shares worth $55.6M. The position accounts for 3.35% of the portfolio, ranked #6.

Armstrong Advisory Group first reported a position in IEF in Q4 2022 and has held it in 16 quarters since. The position peaked at $144M in Q3 2023. 320 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Armstrong Advisory Group held 623,109 shares of iShares 7-10 Year Treasury Bond ETF worth $55.6M as of Q3 2026.
Armstrong Advisory Group bought 609,376 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $56.4M.
iShares 7-10 Year Treasury Bond ETF made up 3.35% of Armstrong Advisory Group's portfolio in Q3 2026, its #6 holding.
Armstrong Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $144M in Q3 2023.
320 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.