DecisionPoint Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

DecisionPoint Financial’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	$5.63K	Buy	+63	New	+$5.83K	﹤0.01%	271

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

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 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

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

DecisionPoint Financial's IEF Position: Q3 2026 in Review

DecisionPoint Financial opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 63 shares worth $5.63K. The stake represents ﹤0.01% of the portfolio and ranks #271 among its holdings.

417 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

DecisionPoint Financial held 63 shares of iShares 7-10 Year Treasury Bond ETF worth $5.63K as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new DecisionPoint Financial position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #271 holding.
417 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.