Catalyst Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Catalyst Private Wealth’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	$1.07M	Buy	12,004 +4,291	+56%	+$397K	0.45%	40
2026 Q2	$729K	Buy	7,713 +4,991	+183%	+$472K	0.35%	44
2026 Q1	$260K	Sell	2,722 -18	-0.7%	-$1.73K	0.14%	72
2025 Q4	$263K	Sell	2,740 -57	-2%	-$5.52K	0.12%	75
2025 Q3	$270K	Sell	2,797 -1,060	-27%	-$101K	0.12%	72
2025 Q2	$369K	Sell	3,857 -82	-2%	-$7.75K	0.16%	63
2025 Q1	$376K	Sell	3,939 -413	-9%	-$38.6K	0.18%	56
2024 Q4	$402K	Buy	4,352 +329	+8%	+$31.1K	0.18%	59
2024 Q3	$395K	Sell	4,023 -779	-16%	-$75.3K	0.19%	59
2024 Q2	$450K	Buy	4,802 +128	+3%	+$11.9K	0.24%	55
2024 Q1	$442K	Sell	4,674 -6,341	-58%	-$601K	0.23%	55
2023 Q4	$1.06M	Sell	11,015 -187	-2%	-$17.3K	0.5%	33
2023 Q3	$1.03M	Buy	11,202 +1,146	+11%	+$108K	0.61%	33
2023 Q2	$971K	Buy	10,056 +4,451	+79%	+$438K	0.61%	33
2023 Q1	$556K	Sell	5,605 -250	-4%	-$24.4K	0.38%	45
2022 Q4	$561K	Buy	5,855 +857	+17%	+$82.3K	0.46%	41
2022 Q3	$480K	Sell	4,998 -496	-9%	-$50.3K	0.36%	45
2022 Q2	$562K	Sell	5,494 -334	-6%	-$34.3K	0.4%	46
2022 Q1	$626K	Sell	5,828 -4,647	-44%	-$516K	0.31%	47
2021 Q4	$1.2M	Sell	10,475 -5,216	-33%	-$600K	0.52%	23
2021 Q3	$1.81M	Sell	15,691 -396	-2%	-$46.3K	0.77%	12
2021 Q2	$1.86M	Sell	16,087 -226	-1%	-$25.9K	1.03%	10
2021 Q1	$1.84M	Buy	16,313 +983	+6%	+$115K	1.29%	8
2020 Q4	$1.84M	Buy	15,330 +561	+4%	+$67.5K	1.61%	7
2020 Q3	$1.8M	Buy	+14,769	New	+$1.8M	1.75%	7

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

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

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

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 Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Catalyst Private Wealth's IEF Position: Q3 2026 in Review

Catalyst Private Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 56% in Q3 2026, buying an estimated $397K and bringing the position to 12,004 shares worth $1.07M. The position accounts for 0.45% of the portfolio, ranked #40.

Catalyst Private Wealth first reported a position in IEF in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.86M in Q2 2021. 464 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Catalyst Private Wealth held 12,004 shares of iShares 7-10 Year Treasury Bond ETF worth $1.07M as of Q3 2026.
Catalyst Private Wealth bought 4,291 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $397K.
iShares 7-10 Year Treasury Bond ETF made up 0.45% of Catalyst Private Wealth's portfolio in Q3 2026, its #40 holding.
Catalyst Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 25 quarters since.
Catalyst Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $1.86M in Q2 2021.
464 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.