Forza Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Forza Wealth Management’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	$1.04M	Hold	11,615	–	–	0.3%	72
2026 Q2	$1.1M	Hold	11,615	–	–	0.34%	68
2026 Q1	$1.11M	Sell	11,615 -379	-3%	-$36.5K	0.39%	62
2025 Q4	$1.15M	Sell	11,994 -5	-0%	-$484	0.42%	56
2025 Q3	$1.16M	Sell	11,999 -386	-3%	-$36.9K	0.44%	52
2025 Q2	$1.19M	Sell	12,385 -39,638	-76%	-$3.75M	0.49%	49
2025 Q1	$4.96M	Sell	52,023 -50	-0.1%	-$4.68K	2.23%	8
2024 Q4	$4.81M	Hold	52,073	–	–	2.19%	9
2024 Q3	$5.11M	Sell	52,073 -421	-0.8%	-$40.7K	2.34%	7
2024 Q2	$4.92M	Hold	52,494	–	–	2.54%	6
2024 Q1	$4.97M	Buy	52,494 +4,300	+9%	+$408K	2.58%	6
2023 Q4	$4.65M	Buy	48,194 +40,225	+505%	+$3.72M	2.56%	6
2023 Q3	$730K	Buy	7,969 +2,700	+51%	+$255K	0.38%	82
2023 Q2	$509K	Buy	+5,269	New	+$518K	0.26%	113

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Forza Wealth Management's IEF Position: Q3 2026 in Review

Forza Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 11,615 shares worth $1.04M. The position accounts for 0.3% of the portfolio, ranked #72.

Forza Wealth Management first reported a position in IEF in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.11M in Q3 2024. 761 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Forza Wealth Management held 11,615 shares of iShares 7-10 Year Treasury Bond ETF worth $1.04M as of Q3 2026.
Forza Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.3% of Forza Wealth Management's portfolio in Q3 2026, its #72 holding.
Forza Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
Forza Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5.11M in Q3 2024.
761 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.