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Avidian Wealth Enterprises’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Avidian Wealth Enterprises’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 		$413K Sell
4,626
-8,323
-64% -$770K 0.01% 530
2026
Q2 		$1.22M Buy
12,949
+3,007
+30% +$285K 0.03% 282
2026
Q1 		$949K Buy
9,942
+3,091
+45% +$297K 0.03% 298
2025
Q4 		$659K Sell
6,851
-47
-0.7% -$4.55K 0.02% 309
2025
Q3 		$665K Buy
6,898
+356
+5% +$34K 0.03% 300
2025
Q2 		$627K Buy
6,542
+370
+6% +$35K 0.03% 284
2025
Q1 		$589K Buy
6,172
+1,069
+21% +$100K 0.03% 282
2024
Q4 		$472K Buy
5,103
+537
+12% +$50.7K 0.02% 306
2024
Q3 		$448K Sell
4,566
-691
-13% -$66.8K 0.02% 312
2024
Q2 		$492K Buy
5,257
+101
+2% +$9.38K 0.02% 299
2024
Q1 		$488K Buy
5,156
+83
+2% +$7.87K 0.02% 272
2023
Q4 		$489K Sell
5,073
-1,810
-26% -$167K 0.03% 271
2023
Q3 		$630K Sell
6,883
-4,238
-38% -$400K 0.04% 217
2023
Q2 		$1.07M Buy
11,121
+2,420
+28% +$238K 0.07% 169
2023
Q1 		$862K Buy
8,701
+1,309
+18% +$128K 0.05% 220
2022
Q4 		$708K Sell
7,392
-48,146
-87% -$4.62M 0.05% 224
2022
Q3 		$5.33M Buy
55,538
+50,373
+975% +$5.11M 0.39% 51
2022
Q2 		$528K Sell
5,165
-5,748
-53% -$590K 0.04% 258
2022
Q1 		$1.17M Sell
10,913
-2,175
-17% -$241K 0.07% 171
2021
Q4 		$1.5M Buy
+13,088
New +$1.5M 0.09% 140
2021
Q1 		– Sell
-2,777
Closed -$333K – 382
2020
Q4 		$333K Buy
2,777
+483
+21% +$58.1K 0.03% 242
2020
Q3 		$279K Sell
2,294
-336
-13% -$41K 0.03% 227
2020
Q2 		$321K Buy
+2,630
New +$320K 0.04% 183

Other funds holding IEF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Avidian Wealth Enterprises's IEF Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 64% in Q3 2026, selling an estimated $770K and leaving 4,626 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #530.

Avidian Wealth Enterprises first reported a position in IEF in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.33M in Q3 2022. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Avidian Wealth Enterprises held 4,626 shares of iShares 7-10 Year Treasury Bond ETF worth $413K as of Q3 2026.
  • Avidian Wealth Enterprises sold 8,323 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $770K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #530 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • Avidian Wealth Enterprises's iShares 7-10 Year Treasury Bond ETF position peaked at $5.33M in Q3 2022.
  • 62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.