Gladstone Institutional Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Gladstone Institutional Advisory’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 Q2	$863K	Buy	9,122 +289	+3%	+$27.3K	0.03%	449
2026 Q1	$843K	Sell	8,833 -85	-1%	-$8.18K	0.03%	412
2025 Q4	$858K	Sell	8,918 -1,616	-15%	-$156K	0.03%	398
2025 Q3	$1.02M	Sell	10,534 -31	-0.3%	-$2.96K	0.04%	363
2025 Q2	$1.01M	Sell	10,565 -243	-2%	-$23K	0.04%	345
2025 Q1	$1.03M	Sell	10,808 -266	-2%	-$24.9K	0.05%	326
2024 Q4	$1.02M	Buy	11,074 +6,324	+133%	+$598K	0.05%	325
2024 Q3	$466K	Buy	+4,750	New	+$459K	0.02%	468
2020 Q2	–	Sell	-2,543	Closed	-$309K	–	275
2020 Q1	$309K	Buy	+2,543	New	+$293K	0.08%	185

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Gladstone Institutional Advisory's IEF Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.3% in Q2 2026, buying an estimated $27.3K and bringing the position to 9,122 shares worth $863K. The position accounts for 0.03% of the portfolio, ranked #449.

Gladstone Institutional Advisory first reported a position in IEF in Q1 2020 and has held it in 9 quarters since. The position peaked at $1.03M in Q1 2025. 410 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Gladstone Institutional Advisory held 9,122 shares of iShares 7-10 Year Treasury Bond ETF worth $863K as of Q2 2026.
Gladstone Institutional Advisory bought 289 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #449 holding.
Gladstone Institutional Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 9 quarters since.
Gladstone Institutional Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $1.03M in Q1 2025.
410 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.