Hoxton Planning & Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hoxton Planning & 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	–	Sell	-8,180	Closed	-$774K	–	231
2026 Q2	$774K	Buy	+8,180	New	+$774K	0.2%	84
2023 Q3	–	Sell	-9,664	Closed	-$934K	–	146
2023 Q2	$934K	Buy	9,664 +6,433	+199%	+$632K	0.58%	32
2023 Q1	$320K	Sell	3,231 -7,195	-69%	-$703K	0.18%	110
2022 Q4	$999K	Buy	+10,426	New	+$1M	0.53%	36

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Hoxton Planning & Management's IEF Position: Q3 2026 in Review

Hoxton Planning & Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 8,180 shares — an estimated $774K sold.

Hoxton Planning & Management first reported a position in IEF in Q4 2022 and held it in 4 quarters. The position peaked at $999K in Q4 2022. 684 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Hoxton Planning & Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Hoxton Planning & Management sold 8,180 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $774K.
Hoxton Planning & Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
Hoxton Planning & Management's iShares 7-10 Year Treasury Bond ETF position peaked at $999K in Q4 2022.
684 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.