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

Principle 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 		$37.5M Buy
+419,986
New +$38.9M 1.81% 11
2024
Q3 		– Sell
-121,583
Closed -$11.4M – 344
2024
Q2 		$11.4M Buy
121,583
+2,725
+2% +$253K 0.87% 26
2024
Q1 		$11.3M Buy
118,858
+5,220
+5% +$495K 0.88% 26
2023
Q4 		$11M Buy
+113,638
New +$10.5M 0.94% 24

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

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

Principle Wealth Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 419,986 shares worth $37.5M. The stake represents 1.81% of the portfolio and ranks #11 among its holdings. This is a return to the name: Principle Wealth Partners previously reported a position in IEF as recently as Q2 2024.

Principle Wealth Partners first reported a position in IEF in Q4 2023 and has held it in 4 quarters since. 706 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Principle Wealth Partners held 419,986 shares of iShares 7-10 Year Treasury Bond ETF worth $37.5M as of Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Principle Wealth Partners position in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 1.81% of Principle Wealth Partners's portfolio in Q3 2026, its #11 holding.
  • Principle Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 706 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.