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

Cresta 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
2026 Q3	$459K	Hold	5,140	–	–	0.2%	41
2026 Q2	$486K	Hold	5,140	–	–	0.17%	43
2026 Q1	$491K	Hold	5,140	–	–	0.2%	41
2025 Q4	$494K	Buy	+5,140	New	+$497K	0.21%	40

Other funds holding IEF

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

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Cresta Advisors's IEF Position: Q3 2026 in Review

Cresta Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 5,140 shares worth $459K. The position accounts for 0.2% of the portfolio, ranked #41.

Cresta Advisors first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $494K in Q4 2025. 279 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Cresta Advisors held 5,140 shares of iShares 7-10 Year Treasury Bond ETF worth $459K as of Q3 2026.
Cresta Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.2% of Cresta Advisors's portfolio in Q3 2026, its #41 holding.
Cresta Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Cresta Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $494K in Q4 2025.
279 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.