Flagstar Advisors
IEF icon

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

Flagstar 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 		$1.19M Buy
13,361
+925
+7% +$85.6K 0.36% 73
2026
Q2 		$1.18M Buy
12,436
+2,194
+21% +$208K 0.36% 72
2026
Q1 		$978K Buy
10,242
+429
+4% +$41.3K 0.35% 73
2025
Q4 		$944K Sell
9,813
-24,994
-72% -$2.42M 0.32% 80
2025
Q3 		$3.36M Buy
34,807
+24,881
+251% +$2.38M 1.03% 28
2025
Q2 		$951K Sell
9,926
-113
-1% -$10.7K 0.26% 86
2025
Q1 		$957K Buy
10,039
+351
+4% +$32.8K 0.24% 88
2024
Q4 		$896K Buy
9,688
+384
+4% +$36.3K 0.22% 93
2024
Q3 		$913K Buy
9,304
+22
+0.2% +$2.13K 0.23% 94
2024
Q2 		$869K Buy
9,282
+240
+3% +$22.3K 0.24% 91
2024
Q1 		$856K Buy
9,042
+2,307
+34% +$219K 0.24% 89
2023
Q4 		$649K Buy
6,735
+1,941
+40% +$180K 0.21% 102
2023
Q3 		$439K Buy
4,794
+36
+0.8% +$3.4K 0.17% 110
2023
Q2 		$460K Buy
4,758
+17
+0.4% +$1.67K 0.17% 109
2023
Q1 		$470K Buy
4,741
+425
+10% +$41.5K 0.17% 104
2022
Q4 		$413K Buy
4,316
+475
+12% +$45.6K 0.15% 119
2022
Q3 		$369K Buy
+3,841
New +$390K 0.14% 119
2021
Q4 		– Sell
-1,178
Closed -$136K – 175
2021
Q3 		$136K Buy
+1,178
New +$138K 0.05% 134

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 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

Flagstar Advisors's IEF Position: Q3 2026 in Review

Flagstar Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.4% in Q3 2026, buying an estimated $85.6K and bringing the position to 13,361 shares worth $1.19M. The position accounts for 0.36% of the portfolio, ranked #73.

Flagstar Advisors first reported a position in IEF in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.36M in Q3 2025. 441 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Flagstar Advisors held 13,361 shares of iShares 7-10 Year Treasury Bond ETF worth $1.19M as of Q3 2026.
  • Flagstar Advisors bought 925 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $85.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.36% of Flagstar Advisors's portfolio in Q3 2026, its #73 holding.
  • Flagstar Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • Flagstar Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.36M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

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