Obermeyer Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Obermeyer Wealth Partners’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	$638K	Sell	7,145 -275	-4%	-$25.4K	0.03%	155
2026 Q2	$702K	Sell	7,420 -225	-3%	-$21.3K	0.03%	149
2026 Q1	$730K	Sell	7,645 -74	-1%	-$7.12K	0.03%	138
2025 Q4	$742K	Sell	7,719 -275	-3%	-$26.6K	0.03%	141
2025 Q3	$771K	Buy	7,994 +2,824	+55%	+$270K	0.04%	131
2025 Q2	$495K	Buy	+5,170	New	+$489K	0.02%	164

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Obermeyer Wealth Partners's IEF Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.7% in Q3 2026, selling an estimated $25.4K and leaving 7,145 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #155.

Obermeyer Wealth Partners first reported a position in IEF in Q2 2025 and has held it in 6 quarters since. The position peaked at $771K in Q3 2025. 716 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Obermeyer Wealth Partners held 7,145 shares of iShares 7-10 Year Treasury Bond ETF worth $638K as of Q3 2026.
Obermeyer Wealth Partners sold 275 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $25.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #155 holding.
Obermeyer Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
Obermeyer Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $771K in Q3 2025.
716 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.