Aspect Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Aspect Partners’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	–	Sell	-291	Closed	-$27.5K	–	690
2026 Q2	$27.5K	Buy	+291	New	+$27.5K	0.01%	176
2025 Q4	–	Sell	-229	Closed	-$22.1K	–	732
2025 Q3	$22.1K	Sell	229 -20,356	-99%	-$1.95M	0.01%	213
2025 Q2	$1.97M	Buy	20,585 +20,365	+9,257%	+$1.93M	0.97%	24
2025 Q1	$21K	Sell	220 -2	-0.9%	-$187	0.01%	184
2024 Q4	$20.5K	Sell	222 -267	-55%	-$25.2K	0.01%	198
2024 Q3	$48K	Sell	489 -33	-6%	-$3.19K	0.03%	123
2024 Q2	$48.9K	Buy	+522	New	+$48.5K	0.03%	121

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

Aspect Partners's IEF Position: Q3 2026 in Review

Aspect Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 291 shares — an estimated $27.5K sold.

Aspect Partners first reported a position in IEF in Q2 2024 and held it in 7 quarters. The position peaked at $1.97M in Q2 2025. 331 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Aspect Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Aspect Partners sold 291 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $27.5K.
Aspect Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 7 quarters.
Aspect Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.97M in Q2 2025.
331 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.