Detalus Advisors
IEF icon

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

Detalus 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 		$641K Buy
7,181
+1,459
+25% +$135K 0.13% 84
2026
Q2 		$541K Buy
5,722
+2,832
+98% +$268K 0.11% 94
2026
Q1 		$276K Buy
2,890
+399
+16% +$38.4K 0.06% 147
2025
Q4 		$240K Buy
+2,491
New +$241K 0.06% 154

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

Detalus Advisors's IEF Position: Q3 2026 in Review

Detalus Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q3 2026, buying an estimated $135K and bringing the position to 7,181 shares worth $641K. The position accounts for 0.13% of the portfolio, ranked #84.

Detalus Advisors first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. 360 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Detalus Advisors held 7,181 shares of iShares 7-10 Year Treasury Bond ETF worth $641K as of Q3 2026.
  • Detalus Advisors bought 1,459 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $135K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.13% of Detalus Advisors's portfolio in Q3 2026, its #84 holding.
  • Detalus Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 360 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.