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United Advisor Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

United Advisor 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 		$3.16M Buy
35,335
+8,966
+34% +$830K 0.3% 83
2026
Q2 		$2.49M Buy
26,369
+1,087
+4% +$103K 0.26% 107
2026
Q1 		$2.41M Buy
25,282
+9,925
+65% +$955K 0.3% 91
2025
Q4 		$1.48M Buy
+15,357
New +$1.49M 0.18% 133

Other funds holding IEF

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 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
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Cambridge Investment Research Advisors
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

United Advisor Group's IEF Position: Q3 2026 in Review

United Advisor Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 34% in Q3 2026, buying an estimated $830K and bringing the position to 35,335 shares worth $3.16M. The position accounts for 0.3% of the portfolio, ranked #83.

United Advisor Group first reported a position in IEF in Q4 2025 and has held it in 4 quarters since. 540 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • United Advisor Group held 35,335 shares of iShares 7-10 Year Treasury Bond ETF worth $3.16M as of Q3 2026.
  • United Advisor Group bought 8,966 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $830K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.3% of United Advisor Group's portfolio in Q3 2026, its #83 holding.
  • United Advisor Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 540 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.