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

Olistico Wealth’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 		$6.88K Buy
+77
New +$7.12K ﹤0.01% 292
2025
Q2 		– Sell
-27
Closed -$2.58K – 372
2025
Q1 		$2.58K Buy
+27
New +$2.53K ﹤0.01% 297

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Olistico Wealth's IEF Position: Q3 2026 in Review

Olistico Wealth opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 77 shares worth $6.88K. The stake represents ﹤0.01% of the portfolio and ranks #292 among its holdings. This is a return to the name: Olistico Wealth previously reported a position in IEF as recently as Q1 2025.

Olistico Wealth first reported a position in IEF in Q1 2025 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Olistico Wealth held 77 shares of iShares 7-10 Year Treasury Bond ETF worth $6.88K as of Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Olistico Wealth position in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #292 holding.
  • Olistico Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 766 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.