Northstar Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Northstar Advisory Group’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 Q2	–	Sell	-107,211	Closed	-$10.2M	–	124
2026 Q1	$10.2M	Sell	107,211 -138,995	-56%	-$13.4M	3.81%	5
2025 Q4	$23.7M	Buy	246,206 +209,502	+571%	+$20.3M	8.41%	1
2025 Q3	$3.54M	Buy	+36,704	New	+$3.51M	1.45%	23
2023 Q1	–	Sell	-22,933	Closed	-$2.2M	–	92
2022 Q4	$2.2M	Buy	22,933 +4,655	+25%	+$447K	1.74%	9
2022 Q3	$1.75M	Buy	+18,278	New	+$1.85M	1.57%	13
2022 Q2	–	Sell	-2,663	Closed	-$286K	–	91
2022 Q1	$286K	Sell	2,663 -2,012	-43%	-$223K	0.18%	89
2021 Q4	$538K	Buy	+4,675	New	+$537K	0.32%	58
2021 Q3	–	Sell	-4,675	Closed	-$540K	–	73
2021 Q2	$540K	Hold	4,675	–	–	0.34%	55
2021 Q1	$528K	Hold	4,675	–	–	0.4%	50
2020 Q4	$561K	Buy	+4,675	New	+$562K	0.47%	48

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Northstar Advisory Group's IEF Position: Q2 2026 in Review

Northstar Advisory Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 107,211 shares — an estimated $10.2M sold.

Northstar Advisory Group first reported a position in IEF in Q4 2020 and held it in 10 quarters. The position peaked at $23.7M in Q4 2025. 329 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Northstar Advisory Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Northstar Advisory Group sold 107,211 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.2M.
Northstar Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Northstar Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $23.7M in Q4 2025.
329 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.