Intergy Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Intergy Private Wealth’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	$212K	Sell	2,370 -2,517	-52%	-$233K	0.05%	134
2026 Q2	$462K	Sell	4,887 -836	-15%	-$79.1K	0.11%	75
2026 Q1	$546K	Buy	5,723 +1,035	+22%	+$100K	0.16%	64
2025 Q4	$451K	Hold	4,688	–	–	0.14%	69
2025 Q3	$452K	Buy	4,688 +136	+3%	+$13K	0.14%	67
2025 Q2	$436K	Buy	4,552 +1,302	+40%	+$123K	0.15%	66
2025 Q1	$310K	Buy	3,250 +746	+30%	+$69.8K	0.12%	72
2024 Q4	$231K	Buy	2,504 +146	+6%	+$13.8K	0.09%	84
2024 Q3	$231K	Buy	+2,358	New	+$228K	0.09%	81

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 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

CIM

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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Intergy Private Wealth's IEF Position: Q3 2026 in Review

Intergy Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 52% in Q3 2026, selling an estimated $233K and leaving 2,370 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #134.

Intergy Private Wealth first reported a position in IEF in Q3 2024 and has held it in 9 quarters since. The position peaked at $546K in Q1 2026. 246 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Intergy Private Wealth held 2,370 shares of iShares 7-10 Year Treasury Bond ETF worth $212K as of Q3 2026.
Intergy Private Wealth sold 2,517 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $233K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Intergy Private Wealth's portfolio in Q3 2026, its #134 holding.
Intergy Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Intergy Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $546K in Q1 2026.
246 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.