DDD Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

DDD Partners’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	$6.64M	Buy	74,390 +3,282	+5%	+$304K	0.38%	48
2026 Q2	$6.72M	Buy	71,108 +11,335	+19%	+$1.07M	0.42%	48
2026 Q1	$5.7M	Buy	59,773 +10,349	+21%	+$996K	0.39%	50
2025 Q4	$4.75M	Buy	49,424 +3,811	+8%	+$369K	0.3%	48
2025 Q3	$4.4M	Buy	45,613 +2,546	+6%	+$243K	0.28%	48
2025 Q2	$4.12M	Sell	43,067 -1,172	-3%	-$111K	0.44%	45
2025 Q1	$4.22M	Buy	44,239 +7,951	+22%	+$744K	0.51%	40
2024 Q4	$3.35M	Buy	36,288 +4,989	+16%	+$471K	0.41%	40
2024 Q3	$3.07M	Buy	31,299 +4,823	+18%	+$466K	0.33%	45
2024 Q2	$2.48M	Buy	26,476 +1,418	+6%	+$132K	0.29%	49
2024 Q1	$2.37M	Buy	+25,058	New	+$2.37M	0.29%	47

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AAG

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

DDD Partners's IEF Position: Q3 2026 in Review

DDD Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.6% in Q3 2026, buying an estimated $304K and bringing the position to 74,390 shares worth $6.64M. The position accounts for 0.38% of the portfolio, ranked #48.

DDD Partners first reported a position in IEF in Q1 2024 and has held it in 11 quarters since. The position peaked at $6.72M in Q2 2026. 624 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

DDD Partners held 74,390 shares of iShares 7-10 Year Treasury Bond ETF worth $6.64M as of Q3 2026.
DDD Partners bought 3,282 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $304K.
iShares 7-10 Year Treasury Bond ETF made up 0.38% of DDD Partners's portfolio in Q3 2026, its #48 holding.
DDD Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
DDD Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $6.72M in Q2 2026.
624 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.