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Summit Financial Consulting’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Summit Financial Consulting’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 		$26.4M Buy
+295,650
New +$27.4M 19.36% 1
2025
Q3 		– Sell
-554,550
Closed -$53.1M – 43
2025
Q2 		$53.1M Buy
554,550
+548,491
+9,053% +$51.9M 47.73% 1
2025
Q1 		$578K Buy
+6,059
New +$567K 0.54% 25

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Twele Capital Management
Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Summit Financial Consulting's IEF Position: Q3 2026 in Review

Summit Financial Consulting opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 295,650 shares worth $26.4M. The stake represents 19.36% of the portfolio and ranks #1 among its holdings. This is a return to the name: Summit Financial Consulting previously reported a position in IEF as recently as Q2 2025.

Summit Financial Consulting first reported a position in IEF in Q1 2025 and has held it in 3 quarters since. The position peaked at $53.1M in Q2 2025. 209 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Summit Financial Consulting held 295,650 shares of iShares 7-10 Year Treasury Bond ETF worth $26.4M as of Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Summit Financial Consulting position in Q3 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 19.36% of Summit Financial Consulting's portfolio in Q3 2026, its #1 holding.
  • Summit Financial Consulting first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Summit Financial Consulting's iShares 7-10 Year Treasury Bond ETF position peaked at $53.1M in Q2 2025.
  • 209 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.