Ignite Planners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ignite Planners’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	$312K	Buy	3,488 +11	+0.3%	+$1.02K	0.04%	347
2026 Q2	$329K	Sell	3,477 -3,095	-47%	-$293K	0.05%	327
2026 Q1	$627K	Sell	6,572 -75	-1%	-$7.22K	0.1%	209
2025 Q4	$638K	Sell	6,647 -126	-2%	-$12.2K	0.1%	212
2025 Q3	$653K	Sell	6,773 -98	-1%	-$9.37K	0.11%	189
2025 Q2	$649K	Buy	6,871 +2,266	+49%	+$214K	0.11%	178
2025 Q1	$439K	Buy	+4,605	New	+$431K	0.09%	221
2023 Q1	–	Sell	-4,553	Closed	-$451K	–	258
2022 Q4	$451K	Sell	4,553 -354	-7%	-$34K	0.19%	140
2022 Q3	$476K	Buy	+4,907	New	+$498K	0.38%	77
2022 Q1	–	Sell	-5,942	Closed	-$665K	–	188
2021 Q4	$665K	Buy	+5,942	New	+$683K	0.43%	69

Other funds holding IEF

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ignite Planners's IEF Position: Q3 2026 in Review

Ignite Planners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.32% in Q3 2026, buying an estimated $1.02K and bringing the position to 3,488 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #347.

Ignite Planners first reported a position in IEF in Q4 2021 and has held it in 10 quarters since. The position peaked at $665K in Q4 2021. 331 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Ignite Planners held 3,488 shares of iShares 7-10 Year Treasury Bond ETF worth $312K as of Q3 2026.
Ignite Planners bought 11 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.02K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Ignite Planners's portfolio in Q3 2026, its #347 holding.
Ignite Planners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 10 quarters since.
Ignite Planners's iShares 7-10 Year Treasury Bond ETF position peaked at $665K in Q4 2021.
331 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.