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

Nolet Wealth 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	$261K	Buy	+2,921	New	+$270K	0.14%	89

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

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

Nolet Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 2,921 shares worth $261K. The stake represents 0.14% of the portfolio and ranks #89 among its holdings.

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

Nolet Wealth Management held 2,921 shares of iShares 7-10 Year Treasury Bond ETF worth $261K as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Nolet Wealth Management position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.14% of Nolet Wealth Management's portfolio in Q3 2026, its #89 holding.
662 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

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