One Degree Advisors
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One Degree Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

One Degree Advisors’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 		– Sell
-14,938
Closed -$1.4M – 84
2026
Q2 		$1.4M Sell
14,938
-39,743
-73% -$3.76M 0.31% 41
2026
Q1 		$5.22M Buy
54,681
+2,600
+5% +$250K 1.37% 21
2025
Q4 		$5.01M Buy
52,081
+15,301
+42% +$1.48M 1.38% 19
2025
Q3 		$3.55M Sell
36,780
-8,021
-18% -$767K 1.09% 22
2025
Q2 		$4.29M Sell
44,801
-5,203
-10% -$492K 1.53% 17
2025
Q1 		$4.77M Buy
50,004
+37,296
+293% +$3.49M 1.96% 15
2024
Q4 		$1.18M Sell
12,708
-35,169
-73% -$3.32M 0.48% 28
2024
Q3 		$4.71M Buy
47,877
+11,638
+32% +$1.13M 1.99% 14
2024
Q2 		$3.39M Buy
36,239
+2,701
+8% +$251K 1.64% 20
2024
Q1 		$3.18M Buy
33,538
+148
+0.4% +$14K 1.58% 19
2023
Q4 		$3.16M Buy
+33,390
New +$3.09M 1.62% 20

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

One Degree Advisors's IEF Position: Q3 2026 in Review

One Degree Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 14,938 shares — an estimated $1.4M sold.

One Degree Advisors first reported a position in IEF in Q4 2023 and held it in 11 quarters. The position peaked at $5.22M in Q1 2026. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • One Degree Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • One Degree Advisors sold 14,938 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.4M.
  • One Degree Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 11 quarters.
  • One Degree Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.22M in Q1 2026.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on One Degree Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.