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

Avalon 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	$87.3M	Buy	977,998 +46,888	+5%	+$4.34M	32.85%	2
2026 Q2	$88.1M	Buy	931,110 +6,095	+0.7%	+$577K	32.52%	2
2026 Q1	$88.3M	Buy	925,015 +36,996	+4%	+$3.56M	35.62%	2
2025 Q4	$85.4M	Buy	888,019 +53,050	+6%	+$5.13M	34.85%	2
2025 Q3	$80.5M	Buy	834,969 +12,380	+2%	+$1.18M	32.65%	2
2025 Q2	$78.8M	Buy	822,589 +33,892	+4%	+$3.2M	33.84%	2
2025 Q1	$75.2M	Sell	788,697 -7,335	-0.9%	-$686K	35.44%	2
2024 Q4	$73.6M	Buy	796,032 +26,183	+3%	+$2.47M	33.6%	2
2024 Q3	$75.5M	Buy	769,849 +16,006	+2%	+$1.55M	34.24%	2
2024 Q2	$70.6M	Buy	753,843 +43,197	+6%	+$4.01M	33.63%	2
2024 Q1	$67.3M	Buy	710,646 +36,500	+5%	+$3.46M	32.57%	2
2023 Q4	$65M	Buy	674,146 +25,347	+4%	+$2.34M	33.9%	2
2023 Q3	$59.4M	Buy	648,799 +13,172	+2%	+$1.24M	34.95%	2
2023 Q2	$61.4M	Buy	635,627 +13,355	+2%	+$1.31M	34.93%	2
2023 Q1	$61.7M	Buy	622,272 +52,407	+9%	+$5.12M	36.7%	2
2022 Q4	$54.6M	Sell	569,865 -43,565	-7%	-$4.18M	35.22%	2
2022 Q3	$58.9M	Sell	613,430 -43,161	-7%	-$4.38M	36.88%	2
2022 Q2	$67.2M	Buy	656,591 +22,126	+3%	+$2.27M	39.86%	2
2022 Q1	$68.2M	Buy	634,465 +13,564	+2%	+$1.51M	35.86%	2
2021 Q4	$71.4M	Sell	620,901 -58,066	-9%	-$6.67M	35.23%	2
2021 Q3	$78.2M	Buy	678,967 +31,460	+5%	+$3.68M	35.27%	2
2021 Q2	$74.8M	Buy	647,507 +31,264	+5%	+$3.58M	34.52%	2
2021 Q1	$69.6M	Buy	616,243 +46,074	+8%	+$5.37M	34.07%	2
2020 Q4	$68.4M	Buy	570,169 +28,459	+5%	+$3.42M	34.13%	2
2020 Q3	$66M	Buy	541,710 +34,046	+7%	+$4.15M	35.44%	2
2020 Q2	$61.9M	Buy	507,664 +50,600	+11%	+$6.15M	34.97%	2
2020 Q1	$55.5M	Sell	457,064 -9,417	-2%	-$1.08M	35.34%	2
2019 Q4	$51.4M	Buy	+466,481	New	+$52M	32.61%	2

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

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

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 Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

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

Avalon Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5% in Q3 2026, buying an estimated $4.34M and bringing the position to 977,998 shares worth $87.3M. The position accounts for 32.85% of the portfolio, ranked #2.

Avalon Advisory Group first reported a position in IEF in Q4 2019 and has held it in 28 quarters since. The position peaked at $88.3M in Q1 2026. 282 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Avalon Advisory Group held 977,998 shares of iShares 7-10 Year Treasury Bond ETF worth $87.3M as of Q3 2026.
Avalon Advisory Group bought 46,888 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.34M.
iShares 7-10 Year Treasury Bond ETF made up 32.85% of Avalon Advisory Group's portfolio in Q3 2026, its #2 holding.
Avalon Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 28 quarters since.
Avalon Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $88.3M in Q1 2026.
282 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Avalon Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.