Breakwater Capital Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Breakwater Capital Group’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	$224K	Sell	2,507 -5,063	-67%	-$468K	0.03%	362
2026 Q2	$716K	Sell	7,570 -924	-11%	-$87.4K	0.09%	204
2026 Q1	$811K	Buy	8,494 +2,013	+31%	+$194K	0.11%	185
2025 Q4	$623K	Buy	6,481 +517	+9%	+$50K	0.09%	200
2025 Q3	$575K	Buy	5,964 +1,141	+24%	+$109K	0.08%	207
2025 Q2	$462K	Buy	+4,823	New	+$456K	0.08%	225

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Breakwater Capital Group's IEF Position: Q3 2026 in Review

Breakwater Capital Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 67% in Q3 2026, selling an estimated $468K and leaving 2,507 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #362.

Breakwater Capital Group first reported a position in IEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $811K in Q1 2026. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Breakwater Capital Group held 2,507 shares of iShares 7-10 Year Treasury Bond ETF worth $224K as of Q3 2026.
Breakwater Capital Group sold 5,063 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $468K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Breakwater Capital Group's portfolio in Q3 2026, its #362 holding.
Breakwater Capital Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Breakwater Capital Group's iShares 7-10 Year Treasury Bond ETF position peaked at $811K in Q1 2026.
62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Breakwater Capital Group's 13F filing for Q3 2026, filed 9 Oct 2026.