Biltmore Wealth Management
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Biltmore Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Biltmore Wealth Management’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 		$3.16M Buy
35,414
+4,064
+13% +$376K 0.98% 16
2026
Q2 		$2.96M Buy
31,350
+11,792
+60% +$1.12M 0.93% 16
2026
Q1 		$1.87M Buy
19,558
+569
+3% +$54.7K 0.66% 17
2025
Q4 		$1.83M Buy
18,989
+363
+2% +$35.1K 0.69% 16
2025
Q3 		$1.8M Sell
18,626
-440
-2% -$42.1K 0.69% 16
2025
Q2 		$1.83M Buy
19,066
+233
+1% +$22K 0.74% 17
2025
Q1 		$1.8M Buy
18,833
+187
+1% +$17.5K 0.76% 16
2024
Q4 		$1.72M Sell
18,646
-40
-0.2% -$3.78K 0.72% 17
2024
Q3 		$1.83M Sell
18,686
-1,046
-5% -$101K 0.75% 16
2024
Q2 		$1.85M Buy
19,732
+212
+1% +$19.7K 0.8% 17
2024
Q1 		$1.88M Hold
19,520
– – 0.9% 16
2023
Q4 		$1.88M Sell
19,520
-3,235
-14% -$299K 0.9% 16
2023
Q3 		$2.08M Sell
22,755
-32,759
-59% -$3.09M 1.01% 16
2023
Q2 		$5.36M Sell
55,514
-2,175
-4% -$214K 2.27% 15
2023
Q1 		$5.72M Buy
57,689
+1,097
+2% +$107K 2.31% 16
2022
Q4 		$5.42M Sell
56,592
-3,258
-5% -$313K 2.34% 15
2022
Q3 		$5.74M Buy
59,850
+3,847
+7% +$390K 2.64% 14
2022
Q2 		$5.73M Sell
56,003
-76
-0.1% -$7.8K 2.52% 15
2022
Q1 		$6.03M Sell
56,079
-5,707
-9% -$633K 2.34% 15
2021
Q4 		$7.1M Sell
61,786
-11,995
-16% -$1.38M 2.67% 15
2021
Q3 		$8.5M Buy
+73,781
New +$8.63M 3.4% 11
2017
Q1 		– Sell
-47,721
Closed -$5M – 31
2016
Q4 		$5M Sell
47,721
-84
-0.2% -$9.02K 4.64% 7
2016
Q3 		$5.35M Sell
47,805
-468
-1% -$52.4K 4.75% 7
2016
Q2 		$5.45M Buy
48,273
+371
+0.8% +$41K 4.59% 7
2016
Q1 		$5.29M Buy
+47,902
New +$5.22M 4.45% 8
2015
Q4 		– Sell
-24,440
Closed -$2.64M – 37
2015
Q3 		$2.64M Buy
24,440
+405
+2% +$43K 2.36% 9
2015
Q2 		$2.52M Buy
24,035
+1,506
+7% +$160K 2.1% 9
2015
Q1 		$2.44M Buy
22,529
+360
+2% +$38.8K 2.06% 9
2014
Q4 		$2.35M Buy
+22,169
New +$2.34M 2.04% 10

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Biltmore Wealth Management's IEF Position: Q3 2026 in Review

Biltmore Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q3 2026, buying an estimated $376K and bringing the position to 35,414 shares worth $3.16M. The position accounts for 0.98% of the portfolio, ranked #16.

Biltmore Wealth Management first reported a position in IEF in Q4 2014 and has held it in 29 quarters since. The position peaked at $8.5M in Q3 2021. 877 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Biltmore Wealth Management held 35,414 shares of iShares 7-10 Year Treasury Bond ETF worth $3.16M as of Q3 2026.
  • Biltmore Wealth Management bought 4,064 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $376K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.98% of Biltmore Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Biltmore Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 29 quarters since.
  • Biltmore Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.5M in Q3 2021.
  • 877 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Biltmore Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.