LongView Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-2,728
Closed -$258K – 233
2026
Q2
$258K Buy
+2,728
New +$258K 0.07% 199

Other funds holding IEF

LongView Wealth Management's IEF Position: Q3 2026 in Review

LongView Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 2,728 shares — an estimated $258K sold.

LongView Wealth Management first reported a position in IEF in Q2 2026 and held it in 1 quarter. The position peaked at $258K in Q2 2026. 360 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • LongView Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • LongView Wealth Management sold 2,728 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $258K.
  • LongView Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2026 and held it in 1 quarter.
  • LongView Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $258K in Q2 2026.
  • 360 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.