Stanley-Laman Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stanley-Laman Group’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	$358K	Buy	4,009 +9	+0.2%	+$833	0.04%	253
2026 Q2	$378K	Sell	4,000 -121	-3%	-$11.5K	0.04%	257
2026 Q1	$393K	Sell	4,121 -12	-0.3%	-$1.15K	0.05%	234
2025 Q4	$397K	Buy	4,133 +732	+22%	+$70.8K	0.05%	238
2025 Q3	$328K	Sell	3,401 -215	-6%	-$20.6K	0.05%	226
2025 Q2	$346K	Sell	3,616 -86	-2%	-$8.13K	0.05%	219
2025 Q1	$353K	Buy	3,702 +50	+1%	+$4.68K	0.05%	226
2024 Q4	$338K	Buy	3,652 +737	+25%	+$69.6K	0.05%	237
2024 Q3	$286K	Sell	2,915 -9	-0.3%	-$870	0.04%	241
2024 Q2	$274K	Buy	+2,924	New	+$272K	0.04%	241
2020 Q4	–	Sell	-2,108	Closed	-$257K	–	249
2020 Q3	$257K	Buy	+2,108	New	+$257K	0.06%	213
2017 Q2	–	Sell	-8,539	Closed	-$902K	–	211
2017 Q1	$902K	Sell	8,539 -4,445	-34%	-$467K	0.24%	106
2016 Q4	$1.36M	Sell	12,984 -13,639	-51%	-$1.47M	0.42%	86
2016 Q3	$2.98M	Sell	26,623 -1,809	-6%	-$203K	1.22%	13
2016 Q2	$3.21M	Sell	28,432 -21,704	-43%	-$2.4M	1.26%	13
2016 Q1	$5.53M	Buy	+50,136	New	+$5.47M	1.04%	21

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AAG

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

Stanley-Laman Group's IEF Position: Q3 2026 in Review

Stanley-Laman Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.23% in Q3 2026, buying an estimated $833 and bringing the position to 4,009 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #253.

Stanley-Laman Group first reported a position in IEF in Q1 2016 and has held it in 16 quarters since. The position peaked at $5.53M in Q1 2016. 499 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Stanley-Laman Group held 4,009 shares of iShares 7-10 Year Treasury Bond ETF worth $358K as of Q3 2026.
Stanley-Laman Group bought 9 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $833.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Stanley-Laman Group's portfolio in Q3 2026, its #253 holding.
Stanley-Laman Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 16 quarters since.
Stanley-Laman Group's iShares 7-10 Year Treasury Bond ETF position peaked at $5.53M in Q1 2016.
499 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Stanley-Laman Group's 13F filing for Q3 2026, filed 20 Oct 2026.