Aurora Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Aurora Private Wealth’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	$239K	Sell	2,680 -897	-25%	-$83K	0.15%	147
2026 Q2	$338K	Sell	3,577 -93	-3%	-$8.8K	0.21%	112
2026 Q1	$352K	Hold	3,670	–	–	0.25%	100
2025 Q4	$353K	Buy	+3,670	New	+$355K	0.23%	101
2023 Q3	–	Sell	-3,564	Closed	-$344K	–	140
2023 Q2	$344K	Buy	+3,564	New	+$350K	0.39%	74
2022 Q2	–	Sell	-2,845	Closed	-$306K	–	185
2022 Q1	$306K	Sell	2,845 -131	-4%	-$14.5K	0.13%	137
2021 Q4	$342K	Sell	2,976 -17	-0.6%	-$1.95K	0.15%	120
2021 Q3	$345K	Buy	2,993 +466	+18%	+$54.5K	0.14%	145
2021 Q2	$292K	Buy	+2,527	New	+$289K	0.12%	154

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

Aurora Private Wealth's IEF Position: Q3 2026 in Review

Aurora Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q3 2026, selling an estimated $83K and leaving 2,680 shares worth $239K. The position accounts for 0.15% of the portfolio, ranked #147.

Aurora Private Wealth first reported a position in IEF in Q2 2021 and has held it in 9 quarters since. The position peaked at $353K in Q4 2025. 360 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Aurora Private Wealth held 2,680 shares of iShares 7-10 Year Treasury Bond ETF worth $239K as of Q3 2026.
Aurora Private Wealth sold 897 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $83K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Aurora Private Wealth's portfolio in Q3 2026, its #147 holding.
Aurora Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 9 quarters since.
Aurora Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $353K in Q4 2025.
360 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.