Pinnacle Wealth Planning Services
IEF icon

Pinnacle Wealth Planning Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinnacle Wealth Planning Services’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 		$73.9K Hold
827
– – 0.01% 1045
2026
Q2 		$78.2K Sell
827
-21
-2% -$1.99K 0.01% 1010
2026
Q1 		$80.9K Buy
848
+38
+5% +$3.66K 0.01% 924
2025
Q4 		$77.9K Buy
+810
New +$78.4K 0.01% 926

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Raub Brock Capital Management
Raub Brock Capital Management Larkspur, California $326M AUM 6.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's IEF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 827 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #1045.

Pinnacle Wealth Planning Services first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. The position peaked at $80.9K in Q1 2026. 382 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Pinnacle Wealth Planning Services held 827 shares of iShares 7-10 Year Treasury Bond ETF worth $73.9K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1045 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares 7-10 Year Treasury Bond ETF position peaked at $80.9K in Q1 2026.
  • 382 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.