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

Paladin 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 		$913K Hold
10,226
– – 0.56% 27
2026
Q2 		$967K Sell
10,226
-159
-2% -$15K 0.64% 24
2026
Q1 		$991K Hold
10,385
– – 0.71% 23
2025
Q4 		$999K Buy
+10,385
New +$1M 0.74% 22

Other funds holding IEF

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
SFG
Strategic Financial Group Grand Haven, Michigan $103M AUM
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Paladin Partners's IEF Position: Q3 2026 in Review

Paladin Partners held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 10,226 shares worth $913K. The position accounts for 0.56% of the portfolio, ranked #27.

Paladin Partners first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $999K in Q4 2025. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Paladin Partners held 10,226 shares of iShares 7-10 Year Treasury Bond ETF worth $913K as of Q3 2026.
  • Paladin Partners left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.56% of Paladin Partners's portfolio in Q3 2026, its #27 holding.
  • Paladin Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $999K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.