Boyce & Associates Wealth Consulting’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Boyce & Associates Wealth Consulting’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	–	Sell	-2,474	Closed	-$234K	–	86
2026 Q2	$234K	Buy	2,474 +341	+16%	+$32.3K	0.16%	73
2026 Q1	$204K	Buy	2,133 +3	+0.1%	+$289	0.15%	79
2025 Q4	$205K	Buy	+2,130	New	+$206K	0.17%	73
2024 Q4	–	Sell	-13,547	Closed	-$1.33M	–	74
2024 Q3	$1.33M	Buy	13,547 +102	+0.8%	+$9.86K	1.38%	12
2024 Q2	$1.26M	Sell	13,445 -12,215	-48%	-$1.13M	1.48%	12
2024 Q1	$2.43M	Sell	25,660 -9,821	-28%	-$931K	3.14%	8
2023 Q4	$3.42M	Buy	35,481 +15,015	+73%	+$1.39M	4.97%	8
2023 Q3	$1.87M	Buy	20,466 +1,537	+8%	+$145K	3.12%	8
2023 Q2	$1.83M	Buy	+18,929	New	+$1.86M	3.05%	9

Other funds holding IEF

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 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

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

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Boyce & Associates Wealth Consulting's IEF Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 2,474 shares — an estimated $234K sold.

Boyce & Associates Wealth Consulting first reported a position in IEF in Q2 2023 and held it in 9 quarters. The position peaked at $3.42M in Q4 2023. 128 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Boyce & Associates Wealth Consulting reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Boyce & Associates Wealth Consulting sold 2,474 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $234K.
Boyce & Associates Wealth Consulting first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 9 quarters.
Boyce & Associates Wealth Consulting's iShares 7-10 Year Treasury Bond ETF position peaked at $3.42M in Q4 2023.
128 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.