FC Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

FC Advisory’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	$304K	Buy	3,406 +147	+5%	+$13.6K	0.08%	95
2026 Q2	$308K	Buy	3,259 +10	+0.3%	+$946	0.08%	95
2026 Q1	$310K	Buy	3,249 +262	+9%	+$25.2K	0.09%	92
2025 Q4	$287K	Buy	2,987 +30	+1%	+$2.9K	0.08%	98
2025 Q3	$285K	Buy	2,957 +23	+0.8%	+$2.2K	0.08%	97
2025 Q2	$281K	Buy	2,934 +23	+0.8%	+$2.17K	0.09%	95
2025 Q1	$278K	Buy	2,911 +15	+0.5%	+$1.4K	0.09%	92
2024 Q4	$268K	Buy	2,896 +29	+1%	+$2.74K	0.09%	94
2024 Q3	$281K	Buy	2,867 +20	+0.7%	+$1.93K	0.09%	89
2024 Q2	$267K	Buy	2,847 +20	+0.7%	+$1.86K	0.1%	85
2024 Q1	$268K	Sell	2,827 -219	-7%	-$20.8K	0.1%	85
2023 Q4	$294K	Buy	+3,046	New	+$282K	0.11%	84
2022 Q2	–	Sell	-1,866	Closed	-$201K	–	84
2022 Q1	$201K	Buy	+1,866	New	+$207K	0.09%	79

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FC Advisory's IEF Position: Q3 2026 in Review

FC Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.5% in Q3 2026, buying an estimated $13.6K and bringing the position to 3,406 shares worth $304K. The position accounts for 0.08% of the portfolio, ranked #95.

FC Advisory first reported a position in IEF in Q1 2022 and has held it in 13 quarters since. The position peaked at $310K in Q1 2026. 56 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

FC Advisory held 3,406 shares of iShares 7-10 Year Treasury Bond ETF worth $304K as of Q3 2026.
FC Advisory bought 147 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $13.6K.
iShares 7-10 Year Treasury Bond ETF made up 0.08% of FC Advisory's portfolio in Q3 2026, its #95 holding.
FC Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
FC Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $310K in Q1 2026.
56 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.