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 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

BTI

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

WCM

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

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

WAP

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Hoxton Planning & Management's IEF Position: Q2 2026 in Review

Hoxton Planning & Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 8,180 shares worth $774K. The stake represents 0.2% of the portfolio and ranks #84 among its holdings. This is a return to the name: Hoxton Planning & Management previously reported a position in IEF as recently as Q2 2023.

Hoxton Planning & Management first reported a position in IEF in Q4 2022 and has held it in 4 quarters since. The position peaked at $999K in Q4 2022. 250 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Hoxton Planning & Management held 8,180 shares of iShares 7-10 Year Treasury Bond ETF worth $774K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Hoxton Planning & Management position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.2% of Hoxton Planning & Management's portfolio in Q2 2026, its #84 holding.
Hoxton Planning & Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 4 quarters since.
Hoxton Planning & Management's iShares 7-10 Year Treasury Bond ETF position peaked at $999K in Q4 2022.
250 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.