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Cornerstone Planning Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cornerstone Planning 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
Q2 		$31.3K Sell
337
-2
-0.6% -$189 ﹤0.01% 530
2026
Q1 		$32K Buy
339
+104
+44% +$10K ﹤0.01% 527
2025
Q4 		$22.5K Sell
235
-76
-24% -$7.35K ﹤0.01% 558
2025
Q3 		$30.1K Buy
311
+222
+249% +$21.2K ﹤0.01% 469
2025
Q2 		$8.52K Sell
89
-769
-90% -$72.7K ﹤0.01% 592
2025
Q1 		$80.9K Buy
858
+772
+898% +$72.2K 0.02% 168
2024
Q4 		$8K Sell
86
-4
-4% -$378 ﹤0.01% 478
2024
Q3 		$8.52K Hold
90
– – ﹤0.01% 449
2024
Q2 		$8.8K Hold
90
– – ﹤0.01% 469
2024
Q1 		$8.32K Buy
90
+30
+50% +$2.84K ﹤0.01% 439
2023
Q4 		$5.78K Buy
60
+11
+22% +$1.02K ﹤0.01% 508
2023
Q3 		$4.49K Sell
49
-149
-75% -$14.1K ﹤0.01% 544
2023
Q2 		$19.1K Buy
+198
New +$19.5K 0.01% 442
2022
Q4 		$50.7K Buy
+508
New +$48.8K 0.02% 260

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Planning Group's IEF Position: Q2 2026 in Review

Cornerstone Planning Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.59% in Q2 2026, selling an estimated $189 and leaving 337 shares worth $31.3K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Cornerstone Planning Group first reported a position in IEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $80.9K in Q1 2025. 808 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Cornerstone Planning Group held 337 shares of iShares 7-10 Year Treasury Bond ETF worth $31.3K as of Q2 2026.
  • Cornerstone Planning Group sold 2 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $189.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #530 holding.
  • Cornerstone Planning Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares 7-10 Year Treasury Bond ETF position peaked at $80.9K in Q1 2025.
  • 808 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.