Asset Management One’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Asset Management One’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	-5,096	Closed	-$482K	–	957
2026 Q2	$482K	Buy	+5,096	New	+$482K	﹤0.01%	827
2022 Q4	–	Sell	-184,290	Closed	-$17.7M	–	1019
2022 Q3	$17.7M	Hold	184,290	–	–	0.09%	228
2022 Q2	$18.9M	Hold	184,290	–	–	0.09%	224
2022 Q1	$19.8M	Hold	184,290	–	–	0.08%	257
2021 Q4	$21.2M	Hold	184,290	–	–	0.07%	277
2021 Q3	$21.2M	Hold	184,290	–	–	0.08%	254
2021 Q2	$21.3M	Hold	184,290	–	–	0.08%	251
2021 Q1	$20.8M	Hold	184,290	–	–	0.08%	239
2020 Q4	$22.1M	Buy	184,290 +14,558	+9%	+$1.75M	0.09%	222
2020 Q3	$20.7M	Hold	169,732	–	–	0.1%	209
2020 Q2	$20.7M	Hold	169,732	–	–	0.1%	197
2020 Q1	$20.6M	Hold	169,732	–	–	0.12%	179
2019 Q4	$18.7M	Hold	169,732	–	–	0.08%	247
2019 Q3	$19.1M	Hold	169,732	–	–	0.09%	236
2019 Q2	$18.7M	Hold	169,732	–	–	0.09%	241
2019 Q1	$18.1M	Hold	169,732	–	–	0.1%	224
2018 Q4	$17.7M	Hold	169,732	–	–	0.04%	442
2018 Q3	$17.2M	Hold	169,732	–	–	0.04%	503
2018 Q2	$17.4M	Hold	169,732	–	–	0.04%	488
2018 Q1	$17.5M	Hold	169,732	–	–	0.04%	476
2017 Q4	$17.9M	Hold	169,732	–	–	0.04%	484
2017 Q3	$18.1M	Hold	169,732	–	–	0.04%	449
2017 Q2	$18.1M	Hold	169,732	–	–	0.05%	419
2017 Q1	$17.9M	Buy	169,732 +10,378	+7%	+$1.09M	0.05%	416
2016 Q4	$16.7M	Buy	+159,354	New	+$17.1M	0.04%	447

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

Asset Management One's IEF Position: Q3 2026 in Review

Asset Management One sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 5,096 shares — an estimated $482K sold.

Asset Management One first reported a position in IEF in Q4 2016 and held it in 25 quarters. The position peaked at $22.1M in Q4 2020. 367 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Asset Management One reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Asset Management One sold 5,096 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $482K.
Asset Management One first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and held it in 25 quarters.
Asset Management One's iShares 7-10 Year Treasury Bond ETF position peaked at $22.1M in Q4 2020.
367 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Asset Management One's 13F filing for Q3 2026, filed 27 Oct 2026.