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

Triad Wealth Partners’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	$2.34M	Buy	26,186 +26	+0.1%	+$2.4K	0.13%	103
2026 Q2	$2.43M	Buy	26,160 +3,320	+15%	+$314K	0.14%	101
2026 Q1	$2.18M	Buy	22,840 +5,088	+29%	+$489K	0.17%	94
2025 Q4	$1.71M	Buy	17,752 +8,963	+102%	+$867K	0.16%	95
2025 Q3	$848K	Buy	8,789 +2,721	+45%	+$260K	0.11%	136
2025 Q2	$581K	Buy	6,068 +1,094	+22%	+$103K	0.12%	136
2025 Q1	$474K	Buy	4,974 +2,048	+70%	+$192K	0.15%	109
2024 Q4	$271K	Buy	+2,926	New	+$276K	0.1%	149
2024 Q3	–	Sell	-59	Closed	-$5.52K	–	442
2024 Q2	$5.52K	Buy	+59	New	+$5.48K	﹤0.01%	547

Other funds holding IEF

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Triad Wealth Partners's IEF Position: Q3 2026 in Review

Triad Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.1% in Q3 2026, buying an estimated $2.4K and bringing the position to 26,186 shares worth $2.34M. The position accounts for 0.13% of the portfolio, ranked #103.

Triad Wealth Partners first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.43M in Q2 2026. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Triad Wealth Partners held 26,186 shares of iShares 7-10 Year Treasury Bond ETF worth $2.34M as of Q3 2026.
Triad Wealth Partners bought 26 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Triad Wealth Partners's portfolio in Q3 2026, its #103 holding.
Triad Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $2.43M in Q2 2026.
990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.