Gradient Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Gradient Investments’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	–	Sell	-2,499	Closed	-$236K	–	469
2026 Q2	$236K	Buy	2,499 +391	+19%	+$37K	﹤0.01%	431
2026 Q1	$201K	Sell	2,108 -38	-2%	-$3.65K	﹤0.01%	418
2025 Q4	$206K	Buy	+2,146	New	+$208K	﹤0.01%	340
2024 Q3	–	Sell	-316	Closed	-$29.6K	–	781
2024 Q2	$29.6K	Sell	316 -310	-50%	-$28.8K	﹤0.01%	572
2024 Q1	$59.3K	Sell	626 -136,977	-100%	-$13M	﹤0.01%	415
2023 Q4	$13.3M	Sell	137,603 -29,045	-17%	-$2.69M	0.32%	113
2023 Q3	$15.3M	Buy	166,648 +5,143	+3%	+$485K	0.4%	84
2023 Q2	$15.6M	Buy	+161,505	New	+$15.9M	0.4%	88
2022 Q4	–	Sell	-10	Closed	-$1K	–	1567
2022 Q3	$1K	Sell	10 -8	-44%	-$812	﹤0.01%	1243
2022 Q2	$2K	Buy	18 +11	+157%	+$1.13K	﹤0.01%	1046
2022 Q1	$1K	Buy	7 +4	+133%	+$444	﹤0.01%	1104
2021 Q4	$0	Sell	3 -25	-89%	-$2.87K	﹤0.01%	1278
2021 Q3	$3K	Sell	28 -5	-15%	-$585	﹤0.01%	956
2021 Q2	$4K	Buy	33 +5	+18%	+$572	﹤0.01%	912
2021 Q1	$3K	Sell	28 -46	-62%	-$5.36K	﹤0.01%	961
2020 Q4	$9K	Hold	74	–	–	﹤0.01%	719
2020 Q3	$9K	Sell	74 -41	-36%	-$5K	﹤0.01%	723
2020 Q2	$14K	Sell	115 -197	-63%	-$23.9K	﹤0.01%	595
2020 Q1	$38K	Buy	312 +284	+1,014%	+$32.7K	﹤0.01%	393
2019 Q4	$3K	Sell	28 -264	-90%	-$29.4K	﹤0.01%	893
2019 Q3	$33K	Buy	292 +143	+96%	+$16K	﹤0.01%	449
2019 Q2	$16K	Buy	149 +72	+94%	+$7.72K	﹤0.01%	549
2019 Q1	$8K	Buy	77 +49	+175%	+$5.12K	﹤0.01%	589
2018 Q4	$3K	Hold	28	–	–	﹤0.01%	782
2018 Q3	$3K	Buy	+28	New	+$2.86K	﹤0.01%	804
2018 Q2	–	Sell	-227	Closed	-$23K	–	1055
2018 Q1	$23K	Buy	+227	New	+$23.4K	﹤0.01%	451
2017 Q3	–	Sell	-35	Closed	-$4K	–	451
2017 Q2	$4K	Buy	+35	New	+$3.74K	﹤0.01%	612

Other funds holding IEF

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Gradient Investments's IEF Position: Q3 2026 in Review

Gradient Investments sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 2,499 shares — an estimated $236K sold.

Gradient Investments first reported a position in IEF in Q2 2017 and held it in 27 quarters. The position peaked at $15.6M in Q2 2023. 54 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Gradient Investments reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Gradient Investments sold 2,499 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $236K.
Gradient Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and held it in 27 quarters.
Gradient Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $15.6M in Q2 2023.
54 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.