Next Level Wealth Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Next Level Wealth Planning’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	$5.89K	Buy	+66	New	+$6.11K	﹤0.01%	371

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Next Level Wealth Planning's IEF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 66 shares worth $5.89K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings.

662 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Next Level Wealth Planning held 66 shares of iShares 7-10 Year Treasury Bond ETF worth $5.89K as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #371 holding.
662 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.