First Pacific Financial
IEF icon

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

First Pacific 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 		$921 Hold
10
– – ﹤0.01% 522
2026
Q2 		$965 Hold
10
– – ﹤0.01% 500
2026
Q1 		$964 Hold
10
– – ﹤0.01% 582
2025
Q4 		$965 Buy
+10
New +$968 ﹤0.01% 460

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Blue Trust Inc
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

First Pacific Financial's IEF Position: Q3 2026 in Review

First Pacific Financial held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 10 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #522.

First Pacific Financial first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $965 in Q2 2026. 660 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • First Pacific Financial held 10 shares of iShares 7-10 Year Treasury Bond ETF worth $921 as of Q3 2026.
  • First Pacific Financial left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #522 holding.
  • First Pacific Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • First Pacific Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $965 in Q2 2026.
  • 660 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.