Cobblestone Capital Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cobblestone Capital Advisors’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
2025 Q3	$44.8M	Buy	464,647 +710	+0.2%	+$67.9K	2.15%	15
2025 Q2	$44.4M	Buy	463,937 +999	+0.2%	+$94.5K	2.27%	14
2025 Q1	$44.2M	Buy	+462,938	New	+$43.3M	2.42%	11
2023 Q3	–	Sell	-3,930	Closed	-$380K	–	271
2023 Q2	$380K	Sell	3,930 -300	-7%	-$29.5K	0.03%	192
2023 Q1	$419K	Sell	4,230 -11,530	-73%	-$1.13M	0.03%	182
2022 Q4	$1.51M	Buy	15,760 +13,295	+539%	+$1.28M	0.12%	90
2022 Q3	$237K	Sell	2,465 -1,085	-31%	-$110K	0.02%	221
2022 Q2	$363K	Sell	3,550 -6,590	-65%	-$676K	0.03%	189
2022 Q1	$1.09M	Buy	+10,140	New	+$1.13M	0.07%	113
2021 Q2	–	Sell	-3,560	Closed	-$402K	–	259
2021 Q1	$402K	Buy	3,560 +1,465	+70%	+$171K	0.03%	186
2020 Q4	$251K	Buy	+2,095	New	+$252K	0.02%	223

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cobblestone Capital Advisors's IEF Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.15% in Q3 2025, buying an estimated $67.9K and bringing the position to 464,647 shares worth $44.8M. The position accounts for 2.15% of the portfolio, ranked #15.

Cobblestone Capital Advisors first reported a position in IEF in Q4 2020 and has held it in 11 quarters since. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Cobblestone Capital Advisors held 464,647 shares of iShares 7-10 Year Treasury Bond ETF worth $44.8M as of Q3 2025.
Cobblestone Capital Advisors bought 710 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $67.9K.
iShares 7-10 Year Treasury Bond ETF made up 2.15% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #15 holding.
Cobblestone Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 11 quarters since.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.