Birchbrook
IEF icon

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

Birchbrook’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 		$447 Sell
5
-37
-88% -$3.42K ﹤0.01% 280
2026
Q2 		$3.97K Buy
42
+5
+14% +$473 ﹤0.01% 249
2026
Q1 		$3.53K Buy
+37
New +$3.56K ﹤0.01% 242
2024
Q2 		– Sell
-505
Closed -$47.8K – 273
2024
Q1 		$47.8K Hold
505
– – 0.03% 125
2023
Q4 		$48.7K Buy
+505
New +$46.7K 0.03% 121

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Birchbrook's IEF Position: Q3 2026 in Review

Birchbrook reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 88% in Q3 2026, selling an estimated $3.42K and leaving 5 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Birchbrook first reported a position in IEF in Q4 2023 and has held it in 5 quarters since. The position peaked at $48.7K in Q4 2023. 464 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Birchbrook held 5 shares of iShares 7-10 Year Treasury Bond ETF worth $447 as of Q3 2026.
  • Birchbrook sold 37 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.42K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Birchbrook's portfolio in Q3 2026, its #280 holding.
  • Birchbrook first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Birchbrook's iShares 7-10 Year Treasury Bond ETF position peaked at $48.7K in Q4 2023.
  • 464 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.