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

FORM Wealth 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	$20.8M	Sell	232,570 -17,299	-7%	-$1.6M	2.32%	10
2026 Q2	$23.6M	Buy	249,869 +89,682	+56%	+$8.49M	2.6%	10
2026 Q1	$15.3M	Sell	160,187 -62,136	-28%	-$5.98M	1.79%	12
2025 Q4	$21.4M	Buy	+222,323	New	+$21.5M	2.5%	11
2025 Q2	$21.9M	Buy	228,349 +18,739	+9%	+$1.77M	2.65%	11
2025 Q1	$20M	Buy	+209,610	New	+$19.6M	2.72%	11

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

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

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 West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

FORM Wealth Advisors's IEF Position: Q3 2026 in Review

FORM Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.9% in Q3 2026, selling an estimated $1.6M and leaving 232,570 shares worth $20.8M. The position accounts for 2.32% of the portfolio, ranked #10.

FORM Wealth Advisors first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.6M in Q2 2026. 331 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

FORM Wealth Advisors held 232,570 shares of iShares 7-10 Year Treasury Bond ETF worth $20.8M as of Q3 2026.
FORM Wealth Advisors sold 17,299 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.6M.
iShares 7-10 Year Treasury Bond ETF made up 2.32% of FORM Wealth Advisors's portfolio in Q3 2026, its #10 holding.
FORM Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
FORM Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $23.6M in Q2 2026.
331 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.