Quadrant Private Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Quadrant Private Wealth Management’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	$1.24M	Buy	+13,841	New	+$1.28M	0.16%	111
2026 Q2	–	Sell	-8,955	Closed	-$855K	–	215
2026 Q1	$855K	Buy	8,955 +387	+5%	+$37.2K	0.13%	135
2025 Q4	$824K	Buy	8,568 +216	+3%	+$20.9K	0.14%	129
2025 Q3	$806K	Buy	8,352 +536	+7%	+$51.2K	0.15%	123
2025 Q2	$749K	Buy	7,816 +322	+4%	+$30.4K	0.16%	118
2025 Q1	$715K	Buy	7,494 +833	+13%	+$77.9K	0.18%	111
2024 Q4	$616K	Sell	6,661 -6,812	-51%	-$644K	0.15%	123
2024 Q3	$1.32M	Buy	+13,473	New	+$1.3M	0.33%	78
2023 Q2	–	Sell	-2,969	Closed	-$294K	–	249
2023 Q1	$294K	Buy	+2,969	New	+$290K	0.09%	184

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

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

Quadrant Private Wealth Management's IEF Position: Q3 2026 in Review

Quadrant Private Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 13,841 shares worth $1.24M. The stake represents 0.16% of the portfolio and ranks #111 among its holdings. This is a return to the name: Quadrant Private Wealth Management previously reported a position in IEF as recently as Q1 2026.

Quadrant Private Wealth Management first reported a position in IEF in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2024. 662 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Quadrant Private Wealth Management held 13,841 shares of iShares 7-10 Year Treasury Bond ETF worth $1.24M as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Quadrant Private Wealth Management position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of Quadrant Private Wealth Management's portfolio in Q3 2026, its #111 holding.
Quadrant Private Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Quadrant Private Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.32M in Q3 2024.
662 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.