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

Financial Management Network’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	$373K	Buy	4,187 +11	+0.3%	+$1.02K	0.05%	147
2026 Q2	$392K	Sell	4,176 -531	-11%	-$50.3K	0.06%	151
2026 Q1	$449K	Buy	4,707 +2,610	+124%	+$251K	0.07%	133
2025 Q4	$201K	Buy	+2,097	New	+$203K	0.03%	184

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

Financial Management Network's IEF Position: Q3 2026 in Review

Financial Management Network increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.26% in Q3 2026, buying an estimated $1.02K and bringing the position to 4,187 shares worth $373K. The position accounts for 0.05% of the portfolio, ranked #147.

Financial Management Network first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $449K in Q1 2026. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Financial Management Network held 4,187 shares of iShares 7-10 Year Treasury Bond ETF worth $373K as of Q3 2026.
Financial Management Network bought 11 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.02K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Financial Management Network's portfolio in Q3 2026, its #147 holding.
Financial Management Network first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Financial Management Network's iShares 7-10 Year Treasury Bond ETF position peaked at $449K in Q1 2026.
62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.