IWS
IEF icon

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

Insight Wealth Strategies’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 		$3.22M Buy
36,078
+1,031
+3% +$95.4K 0.32% 87
2026
Q2 		$3.3M Buy
35,047
+2,440
+7% +$231K 0.32% 86
2026
Q1 		$3.11M Buy
32,607
+957
+3% +$92.1K 0.35% 87
2025
Q4 		$3.04M Sell
31,650
-1,146
-3% -$111K 0.35% 86
2025
Q3 		$3.16M Sell
32,796
-269
-0.8% -$25.7K 0.37% 84
2025
Q2 		$3.15M Sell
33,065
-228,847
-87% -$21.6M 0.4% 76
2025
Q1 		$25M Buy
261,912
+3,915
+2% +$366K 3.36% 5
2024
Q4 		$23.9M Buy
257,997
+6,458
+3% +$610K 3.2% 8
2024
Q3 		$24.7M Buy
251,539
+65,116
+35% +$6.29M 3.25% 10
2024
Q2 		$17.5M Buy
186,423
+6,921
+4% +$643K 2.48% 11
2024
Q1 		$17M Sell
179,502
-26,712
-13% -$2.53M 2.49% 11
2023
Q4 		$19.9M Buy
206,214
+20,136
+11% +$1.86M 3.21% 10
2023
Q3 		$17M Buy
186,078
+2,870
+2% +$271K 3.29% 11
2023
Q2 		$17.7M Buy
+183,208
New +$18M 3.39% 13
2023
Q1 		– Sell
-38,214
Closed -$3.66M – 139
2022
Q4 		$3.66M Buy
38,214
+35,983
+1,613% +$3.46M 0.71% 23
2022
Q3 		$228K Hold
2,231
– – 0.04% 136
2022
Q2 		$228K Sell
2,231
-479
-18% -$49.2K 0.04% 136
2022
Q1 		$291K Sell
2,710
-38,789
-93% -$4.3M 0.04% 139
2021
Q4 		$4.77M Sell
41,499
-164,951
-80% -$19M 0.68% 24
2021
Q3 		$23.8M Buy
206,450
+3,690
+2% +$431K 3.35% 13
2021
Q2 		$23.4M Sell
202,760
-6,929
-3% -$793K 3.33% 15
2021
Q1 		$23.7M Buy
209,689
+7,007
+3% +$816K 3.17% 15
2020
Q4 		$24.3M Buy
202,682
+6,924
+4% +$833K 4.13% 7
2020
Q3 		$23.8M Sell
195,758
-61,992
-24% -$7.56M 4.43% 5
2020
Q2 		$31.4M Buy
257,750
+12,685
+5% +$1.54M 6.99% 1
2020
Q1 		$29.8M Buy
245,065
+222,822
+1,002% +$25.6M 7.92% 1
2019
Q4 		$2.45M Sell
22,243
-17,958
-45% -$2M 0.52% 35
2019
Q3 		$4.52M Buy
40,201
+26,737
+199% +$2.98M 1.06% 19
2019
Q2 		$1.48M Sell
13,464
-1,018
-7% -$109K 0.36% 51
2019
Q1 		$1.54M Buy
14,482
+8,019
+124% +$839K 0.43% 44
2018
Q4 		$673K Buy
+6,463
New +$655K 0.21% 69

Other funds holding IEF

EB
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

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

Insight Wealth Strategies increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.9% in Q3 2026, buying an estimated $95.4K and bringing the position to 36,078 shares worth $3.22M. The position accounts for 0.32% of the portfolio, ranked #87.

Insight Wealth Strategies first reported a position in IEF in Q4 2018 and has held it in 31 quarters since. The position peaked at $31.4M in Q2 2020. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Insight Wealth Strategies held 36,078 shares of iShares 7-10 Year Treasury Bond ETF worth $3.22M as of Q3 2026.
  • Insight Wealth Strategies bought 1,031 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $95.4K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.32% of Insight Wealth Strategies's portfolio in Q3 2026, its #87 holding.
  • Insight Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Insight Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $31.4M in Q2 2020.
  • 62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.