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

Professional Financial 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	$1.54M	Buy	17,293 +14,962	+642%	+$1.38M	0.26%	65
2026 Q2	$220K	Buy	+2,331	New	+$221K	0.04%	138
2025 Q3	–	Sell	-56,573	Closed	-$5.42M	–	127
2025 Q2	$5.42M	Buy	+56,573	New	+$5.35M	1.26%	12
2022 Q4	–	Sell	-244	Closed	-$23K	–	250
2022 Q3	$23K	Sell	244 -152	-38%	-$15.4K	0.01%	210
2022 Q2	$41K	Sell	396 -56,230	-99%	-$5.77M	0.02%	162
2022 Q1	$6.09M	Buy	56,626 +25,794	+84%	+$2.86M	2.63%	8
2021 Q4	$3.55M	Buy	+30,832	New	+$3.54M	1.53%	13

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Professional Financial Advisors's IEF Position: Q3 2026 in Review

Professional Financial Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 642% in Q3 2026, buying an estimated $1.38M and bringing the position to 17,293 shares worth $1.54M. The position accounts for 0.26% of the portfolio, ranked #65.

Professional Financial Advisors first reported a position in IEF in Q4 2021 and has held it in 7 quarters since. The position peaked at $6.09M in Q1 2022. 126 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Professional Financial Advisors held 17,293 shares of iShares 7-10 Year Treasury Bond ETF worth $1.54M as of Q3 2026.
Professional Financial Advisors bought 14,962 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.38M.
iShares 7-10 Year Treasury Bond ETF made up 0.26% of Professional Financial Advisors's portfolio in Q3 2026, its #65 holding.
Professional Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 7 quarters since.
Professional Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6.09M in Q1 2022.
126 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.