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

StackStone Wealth’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	$330K	Buy	+3,695	New	+$342K	0.03%	267

Other funds holding IEF

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

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $266M AUM 7.19% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

StackStone Wealth's IEF Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 3,695 shares worth $330K. The stake represents 0.03% of the portfolio and ranks #267 among its holdings.

441 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

StackStone Wealth held 3,695 shares of iShares 7-10 Year Treasury Bond ETF worth $330K as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new StackStone Wealth position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #267 holding.
441 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.