McAdam LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

McAdam LLC’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	$352K	Buy	3,936 +1,404	+55%	+$130K	0.01%	354
2026 Q2	$239K	Buy	+2,532	New	+$240K	0.01%	437
2020 Q4	–	Sell	-2,007	Closed	-$244K	–	166
2020 Q3	$244K	Sell	2,007 -328	-14%	-$40K	0.05%	120
2020 Q2	$285K	Hold	2,335	–	–	0.06%	91
2020 Q1	$284K	Buy	+2,335	New	+$269K	0.08%	76
2018 Q4	–	Sell	-314	Closed	-$32K	–	300
2018 Q3	$32K	Hold	314	–	–	0.01%	201
2018 Q2	$32K	Hold	314	–	–	0.01%	190
2018 Q1	$32K	Buy	+314	New	+$32.3K	0.01%	196

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

McAdam LLC's IEF Position: Q3 2026 in Review

McAdam LLC increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 55% in Q3 2026, buying an estimated $130K and bringing the position to 3,936 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #354.

McAdam LLC first reported a position in IEF in Q1 2018 and has held it in 8 quarters since. 321 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

McAdam LLC held 3,936 shares of iShares 7-10 Year Treasury Bond ETF worth $352K as of Q3 2026.
McAdam LLC bought 1,404 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $130K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #354 holding.
McAdam LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 8 quarters since.
321 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.