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

Dedeker 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 		$659K Sell
7,374
-6,937
-48% -$642K 0.37% 37
2026
Q2 		$1.35M Sell
14,311
-54
-0.4% -$5.11K 0.77% 26
2026
Q1 		$1.37M Buy
14,365
+2,680
+23% +$258K 1.19% 23
2025
Q4 		$1.12M Buy
+11,685
New +$1.13M 1.01% 28

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Dedeker Financial's IEF Position: Q3 2026 in Review

Dedeker Financial reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 48% in Q3 2026, selling an estimated $642K and leaving 7,374 shares worth $659K. The position accounts for 0.37% of the portfolio, ranked #37.

Dedeker Financial first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q1 2026. 766 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Dedeker Financial held 7,374 shares of iShares 7-10 Year Treasury Bond ETF worth $659K as of Q3 2026.
  • Dedeker Financial sold 6,937 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $642K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.37% of Dedeker Financial's portfolio in Q3 2026, its #37 holding.
  • Dedeker Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Dedeker Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $1.37M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Dedeker Financial's 13F filing for Q3 2026, filed 23 Oct 2026.