Insight Wealth Partners
IEF icon

Insight Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Insight Wealth Partners’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 		$5.97M Sell
66,811
-1,250
-2% -$116K 0.79% 11
2026
Q2 		$6.44M Sell
68,061
-4,450
-6% -$421K 0.86% 10
2026
Q1 		$6.92M Buy
72,511
+37,372
+106% +$3.59M 0.97% 7
2025
Q4 		$3.38M Buy
+35,139
New +$3.4M 0.46% 18

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Raub Brock Capital Management
Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Insight Wealth Partners's IEF Position: Q3 2026 in Review

Insight Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.8% in Q3 2026, selling an estimated $116K and leaving 66,811 shares worth $5.97M. The position accounts for 0.79% of the portfolio, ranked #11.

Insight Wealth Partners first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.92M in Q1 2026. 363 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Insight Wealth Partners held 66,811 shares of iShares 7-10 Year Treasury Bond ETF worth $5.97M as of Q3 2026.
  • Insight Wealth Partners sold 1,250 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $116K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.79% of Insight Wealth Partners's portfolio in Q3 2026, its #11 holding.
  • Insight Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Insight Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $6.92M in Q1 2026.
  • 363 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.