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

Prism 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 		$1.96M Buy
21,929
+5,510
+34% +$510K 0.49% 40
2026
Q2 		$1.55M Buy
16,419
+309
+2% +$29.2K 0.38% 42
2026
Q1 		$1.54M Buy
16,110
+609
+4% +$58.6K 0.41% 40
2025
Q4 		$1.49M Buy
15,501
+910
+6% +$88.1K 0.4% 40
2025
Q3 		$1.41M Buy
14,591
+412
+3% +$39.4K 0.38% 42
2025
Q2 		$1.36M Buy
14,179
+3,954
+39% +$374K 0.39% 39
2025
Q1 		$975K Sell
10,225
-307
-3% -$28.7K 0.3% 37
2024
Q4 		$974K Buy
10,532
+1,318
+14% +$125K 0.29% 37
2024
Q3 		$904K Buy
9,214
+751
+9% +$72.6K 0.26% 39
2024
Q2 		$793K Buy
8,463
+2,213
+35% +$206K 0.24% 38
2024
Q1 		$592K Buy
6,250
+618
+11% +$58.6K 0.18% 38
2023
Q4 		$543K Buy
5,632
+1,552
+38% +$144K 0.17% 42
2023
Q3 		$374K Buy
4,080
+691
+20% +$65.2K 0.13% 43
2023
Q2 		$327K Buy
3,389
+228
+7% +$22.4K 0.11% 42
2023
Q1 		$313K Buy
3,161
+490
+18% +$47.9K 0.11% 40
2022
Q4 		$256K Sell
2,671
-42
-2% -$4.03K 0.09% 40
2022
Q3 		$260K Sell
2,713
-85
-3% -$8.63K 0.1% 45
2022
Q2 		$286K Sell
2,798
-280
-9% -$28.7K 0.11% 40
2022
Q1 		$331K Sell
3,078
-484
-14% -$53.7K 0.11% 38
2021
Q4 		$410K Buy
3,562
+868
+32% +$99.8K 0.13% 38
2021
Q3 		$310K Buy
2,694
+151
+6% +$17.7K 0.11% 40
2021
Q2 		$294K Buy
2,543
+101
+4% +$11.6K 0.1% 42
2021
Q1 		$276K Buy
2,442
+349
+17% +$40.7K 0.1% 40
2020
Q4 		$251K Buy
2,093
+191
+10% +$23K 0.09% 46
2020
Q3 		$232K Buy
+1,902
New +$232K 0.1% 41

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

Prism Advisors's IEF Position: Q3 2026 in Review

Prism Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 34% in Q3 2026, buying an estimated $510K and bringing the position to 21,929 shares worth $1.96M. The position accounts for 0.49% of the portfolio, ranked #40.

Prism Advisors first reported a position in IEF in Q3 2020 and has held it in 25 quarters since. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Prism Advisors held 21,929 shares of iShares 7-10 Year Treasury Bond ETF worth $1.96M as of Q3 2026.
  • Prism Advisors bought 5,510 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $510K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.49% of Prism Advisors's portfolio in Q3 2026, its #40 holding.
  • Prism Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.