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Costello Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Costello Asset Management’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 		$7.19K Hold
76
– – ﹤0.01% 542
2026
Q1 		$7.25K Hold
76
– – ﹤0.01% 515
2025
Q4 		$7.31K Hold
76
– – ﹤0.01% 500
2025
Q3 		$7.33K Hold
76
– – ﹤0.01% 498
2025
Q2 		$7.28K Hold
76
– – ﹤0.01% 511
2025
Q1 		$7.25K Buy
+76
New +$7.11K ﹤0.01% 491

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Costello Asset Management's IEF Position: Q2 2026 in Review

Costello Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 76 shares worth $7.19K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Costello Asset Management first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.33K in Q3 2025. 704 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Costello Asset Management held 76 shares of iShares 7-10 Year Treasury Bond ETF worth $7.19K as of Q2 2026.
  • Costello Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #542 holding.
  • Costello Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $7.33K in Q3 2025.
  • 704 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.