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

Quaker 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	$11.8M	Sell	131,886 -58,557	-31%	-$5.42M	3.45%	6
2026 Q2	$18M	Buy	190,443 +2,278	+1%	+$216K	5.24%	4
2026 Q1	$18M	Buy	188,165 +6,460	+4%	+$621K	5.61%	4
2025 Q4	$17.5M	Buy	181,705 +2,997	+2%	+$290K	5.54%	4
2025 Q3	$17.2M	Buy	178,708 +8,137	+5%	+$778K	5.61%	4
2025 Q2	$16.3M	Buy	+170,571	New	+$16.1M	5.47%	4
2024 Q3	$1.06M	Buy	+10,851	New	+$1.05M	0.39%	27
2024 Q1	$6.82M	Buy	+72,023	New	+$6.83M	2.76%	13
2023 Q4	–	Sell	-123,899	Closed	-$11.3M	–	56
2023 Q3	$11.3M	Sell	123,899 -6,300	-5%	-$594K	5.53%	7
2023 Q2	$12.6M	Buy	+130,199	New	+$12.8M	5.68%	7

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

Quaker Wealth Management's IEF Position: Q3 2026 in Review

Quaker Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 31% in Q3 2026, selling an estimated $5.42M and leaving 131,886 shares worth $11.8M. The position accounts for 3.45% of the portfolio, ranked #6.

Quaker Wealth Management first reported a position in IEF in Q2 2023 and has held it in 10 quarters since. The position peaked at $18M in Q2 2026. 766 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Quaker Wealth Management held 131,886 shares of iShares 7-10 Year Treasury Bond ETF worth $11.8M as of Q3 2026.
Quaker Wealth Management sold 58,557 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $5.42M.
iShares 7-10 Year Treasury Bond ETF made up 3.45% of Quaker Wealth Management's portfolio in Q3 2026, its #6 holding.
Quaker Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 10 quarters since.
Quaker Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $18M in Q2 2026.
766 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.