Bailard’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bailard’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	$18.9M	Buy	211,247 +125,460	+146%	+$11.6M	0.38%	58
2026 Q2	$8.11M	Buy	85,787 +80,577	+1,547%	+$7.63M	0.17%	114
2026 Q1	$497K	Buy	+5,210	New	+$501K	0.01%	487
2025 Q4	–	Sell	-3,205	Closed	-$309K	–	813
2025 Q3	$309K	Sell	3,205 -625	-16%	-$59.8K	0.01%	605
2025 Q2	$367K	Sell	3,830 -8,327	-68%	-$787K	0.01%	561
2025 Q1	$1.16M	Sell	12,157 -325	-3%	-$30.4K	0.03%	283
2024 Q4	$1.15M	Sell	12,482 -33,045	-73%	-$3.12M	0.03%	279
2024 Q3	$4.47M	Sell	45,527 -34,763	-43%	-$3.36M	0.12%	152
2024 Q2	$7.52M	Sell	80,290 -2,129	-3%	-$198K	0.21%	108
2024 Q1	$7.8M	Buy	+82,419	New	+$7.81M	0.22%	102

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

CIM

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 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

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Bailard's IEF Position: Q3 2026 in Review

Bailard increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 146% in Q3 2026, buying an estimated $11.6M and bringing the position to 211,247 shares worth $18.9M. The position accounts for 0.38% of the portfolio, ranked #58.

Bailard first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. 209 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Bailard held 211,247 shares of iShares 7-10 Year Treasury Bond ETF worth $18.9M as of Q3 2026.
Bailard bought 125,460 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $11.6M.
iShares 7-10 Year Treasury Bond ETF made up 0.38% of Bailard's portfolio in Q3 2026, its #58 holding.
Bailard first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
209 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.