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Milestone Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Milestone Asset Management’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 		– Sell
-2,756
Closed -$261K – 252
2026
Q2 		$261K Sell
2,756
-63,011
-96% -$5.96M 0.04% 237
2026
Q1 		$6.28M Buy
65,767
+63,615
+2,956% +$6.12M 1.16% 15
2025
Q4 		$207K Sell
2,152
-1
-0% -$97 0.04% 208
2025
Q3 		$208K Sell
2,153
-10,661
-83% -$1.02M 0.04% 220
2025
Q2 		$1.23M Buy
+12,814
New +$1.21M 0.26% 70
2024
Q3 		– Sell
-8,533
Closed -$799K – 211
2024
Q2 		$799K Buy
8,533
+5,229
+158% +$486K 0.2% 96
2024
Q1 		$313K Sell
3,304
-952
-22% -$90.2K 0.09% 138
2023
Q4 		$410K Buy
4,256
+770
+22% +$71.2K 0.14% 46
2023
Q3 		$316K Sell
3,486
-366
-10% -$34.5K 0.11% 58
2023
Q2 		$372K Buy
3,852
+51
+1% +$5.01K 0.16% 40
2023
Q1 		$377K Sell
3,801
-900
-19% -$88K 0.22% 46
2022
Q4 		$465K Buy
+4,701
New +$451K 0.28% 34

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Milestone Asset Management's IEF Position: Q3 2026 in Review

Milestone Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 2,756 shares — an estimated $261K sold.

Milestone Asset Management first reported a position in IEF in Q4 2022 and held it in 12 quarters. The position peaked at $6.28M in Q1 2026. 149 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Milestone Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Milestone Asset Management sold 2,756 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $261K.
  • Milestone Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 12 quarters.
  • Milestone Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.28M in Q1 2026.
  • 149 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.