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

Benchmark Financial’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	$7.01M	Buy	78,463 +4,650	+6%	+$430K	5.38%	5
2026 Q2	$6.98M	Buy	73,813 +1,039	+1%	+$98.3K	5.69%	6
2026 Q1	$6.95M	Buy	72,774 +11,758	+19%	+$1.13M	6.23%	5
2025 Q4	$5.87M	Buy	+61,016	New	+$5.9M	5.85%	5

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Benchmark Financial's IEF Position: Q3 2026 in Review

Benchmark Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.3% in Q3 2026, buying an estimated $430K and bringing the position to 78,463 shares worth $7.01M. The position accounts for 5.38% of the portfolio, ranked #5.

Benchmark Financial first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. 679 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Benchmark Financial held 78,463 shares of iShares 7-10 Year Treasury Bond ETF worth $7.01M as of Q3 2026.
Benchmark Financial bought 4,650 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $430K.
iShares 7-10 Year Treasury Bond ETF made up 5.38% of Benchmark Financial's portfolio in Q3 2026, its #5 holding.
Benchmark Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
679 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.