CX Institutional
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CX Institutional’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CX Institutional’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 		$42K Buy
469
+126
+37% +$11.7K ﹤0.01% 1049
2026
Q2 		$32K Sell
343
-108
-24% -$10.2K ﹤0.01% 1055
2026
Q1 		$43K Sell
451
-1,066
-70% -$103K ﹤0.01% 998
2025
Q4 		$146K Buy
1,517
+914
+152% +$88.4K ﹤0.01% 783
2025
Q3 		$58K Buy
603
+504
+509% +$48.2K ﹤0.01% 912
2025
Q2 		$9K Hold
99
– – ﹤0.01% 1052
2025
Q1 		$9K Buy
+99
New +$9.26K ﹤0.01% 1022
2023
Q4 		– Sell
-19,501
Closed -$1.79M – 550
2023
Q3 		$1.79M Hold
19,501
– – 0.1% 199
2023
Q2 		$1.88M Sell
19,501
-583
-3% -$57.3K 0.1% 217
2023
Q1 		$2M Buy
20,084
+1,808
+10% +$177K 0.11% 217
2022
Q4 		$1.75M Sell
18,276
-8,020
-30% -$770K 0.11% 205
2022
Q3 		$2.52M Buy
26,296
+26,188
+24,248% +$2.66M 0.18% 145
2022
Q2 		$11K Buy
+108
New +$11.1K ﹤0.01% 932
2021
Q4 		– Sell
-26
Closed -$3K – 607
2021
Q3 		$3K Sell
26
-293
-92% -$34.3K ﹤0.01% 885
2021
Q2 		$37K Sell
319
-38,861
-99% -$4.45M ﹤0.01% 618
2021
Q1 		$4.42M Buy
39,180
+5,390
+16% +$628K 0.4% 79
2020
Q4 		$4.05M Buy
33,790
+33,653
+24,564% +$4.05M 0.39% 65
2020
Q3 		$17K Sell
137
-18
-12% -$2.2K ﹤0.01% 582
2020
Q2 		$19K Buy
155
+81
+109% +$9.8K ﹤0.01% 448
2020
Q1 		$9K Sell
74
-632
-90% -$72.7K ﹤0.01% 463
2019
Q4 		$78K Sell
706
-33,246
-98% -$3.71M 0.01% 249
2019
Q3 		$3.82M Sell
33,952
-4,902
-13% -$547K 0.62% 40
2019
Q2 		$4.28M Buy
38,854
+4,139
+12% +$444K 0.68% 35
2019
Q1 		$3.7M Buy
+34,715
New +$3.63M 0.65% 43
2018
Q4 		– Sell
-61
Closed -$6K – 545
2018
Q3 		$6K Buy
+61
New +$6.22K ﹤0.01% 284

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Raub Brock Capital Management
Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CX Institutional's IEF Position: Q3 2026 in Review

CX Institutional increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 37% in Q3 2026, buying an estimated $11.7K and bringing the position to 469 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

CX Institutional first reported a position in IEF in Q3 2018 and has held it in 25 quarters since. The position peaked at $4.42M in Q1 2021. 331 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • CX Institutional held 469 shares of iShares 7-10 Year Treasury Bond ETF worth $42K as of Q3 2026.
  • CX Institutional bought 126 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $11.7K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1049 holding.
  • CX Institutional first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 25 quarters since.
  • CX Institutional's iShares 7-10 Year Treasury Bond ETF position peaked at $4.42M in Q1 2021.
  • 331 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.