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

Tidemark’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	$83	Buy	+1	New	+$93	﹤0.01%	1097
2026 Q1	–	Sell	-71	Closed	-$6.83K	–	911
2025 Q4	$6.83K	Hold	71	–	–	﹤0.01%	465
2025 Q3	$6.85K	Hold	71	–	–	﹤0.01%	493
2025 Q2	$6.8K	Hold	71	–	–	﹤0.01%	488
2025 Q1	$6.77K	Hold	71	–	–	﹤0.01%	475
2024 Q4	$6.56K	Hold	71	–	–	﹤0.01%	483
2024 Q3	$6.97K	Hold	71	–	–	﹤0.01%	465
2024 Q2	$6.65K	Sell	71 -345	-83%	-$32.1K	﹤0.01%	446
2024 Q1	$39.4K	Hold	416	–	–	0.02%	264
2023 Q4	$40.1K	Buy	+416	New	+$38.5K	0.03%	254

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 of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

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

Tidemark's IEF Position: Q3 2026 in Review

Tidemark opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 1 share worth $83. The stake represents ﹤0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Tidemark previously reported a position in IEF as recently as Q4 2025.

Tidemark first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.1K in Q4 2023. 697 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Tidemark held 1 share of iShares 7-10 Year Treasury Bond ETF worth $83 as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Tidemark position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Tidemark's portfolio in Q3 2026, its #1097 holding.
Tidemark first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Tidemark's iShares 7-10 Year Treasury Bond ETF position peaked at $40.1K in Q4 2023.
697 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.