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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
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

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Aspect Partners's IEF Position: Q2 2026 in Review

Aspect Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 291 shares worth $27.5K. The stake represents 0.01% of the portfolio and ranks #176 among its holdings. This is a return to the name: Aspect Partners previously reported a position in IEF as recently as Q3 2025.

Aspect Partners first reported a position in IEF in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.97M in Q2 2025. 300 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Aspect Partners held 291 shares of iShares 7-10 Year Treasury Bond ETF worth $27.5K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Aspect Partners position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #176 holding.
  • Aspect Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Aspect Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.97M in Q2 2025.
  • 300 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.