Valmark Advisers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $385K | Sell |
4,076
-1,757
| -30% | -$166K | ﹤0.01% | 564 |
|
|
2026
Q1 | $557K | Buy |
5,833
+2,556
| +78% | +$246K | 0.01% | 447 |
|
|
2025
Q4 | $315K | Sell |
3,277
-9
| -0.3% | -$871 | ﹤0.01% | 544 |
|
|
2025
Q3 | $317K | Buy |
3,286
+22
| +0.7% | +$2.1K | ﹤0.01% | 535 |
|
|
2025
Q2 | $313K | Sell |
3,264
-122
| -4% | -$11.5K | ﹤0.01% | 538 |
|
|
2025
Q1 | $323K | Buy |
3,386
+50
| +1% | +$4.68K | ﹤0.01% | 501 |
|
|
2024
Q4 | $308K | Buy |
3,336
+620
| +23% | +$58.6K | ﹤0.01% | 504 |
|
|
2024
Q3 | $266K | Buy |
2,716
+63
| +2% | +$6.09K | ﹤0.01% | 521 |
|
|
2024
Q2 | $248K | Buy |
2,653
+167
| +7% | +$15.5K | ﹤0.01% | 509 |
|
|
2024
Q1 | $235K | Sell |
2,486
-41
| -2% | -$3.89K | ﹤0.01% | 493 |
|
|
2023
Q4 | $244K | Sell |
2,527
-31
| -1% | -$2.87K | ﹤0.01% | 458 |
|
|
2023
Q3 | $234K | Hold |
2,558
| – | – | ﹤0.01% | 438 |
|
|
2023
Q2 | $247K | Sell |
2,558
-22
| -0.9% | -$2.16K | 0.01% | 434 |
|
|
2023
Q1 | $256K | Buy |
2,580
+62
| +2% | +$6.06K | 0.01% | 419 |
|
|
2022
Q4 | $241K | Hold |
2,518
| – | – | 0.01% | 402 |
|
|
2022
Q3 | $242K | Sell |
2,518
-13
| -0.5% | -$1.32K | ﹤0.01% | 375 |
|
|
2022
Q2 | $259K | Sell |
2,531
-188
| -7% | -$19.3K | 0.01% | 368 |
|
|
2022
Q1 | $292K | Buy |
2,719
+22
| +0.8% | +$2.44K | 0.01% | 372 |
|
|
2021
Q4 | $310K | Buy |
2,697
+201
| +8% | +$23.1K | 0.01% | 345 |
|
|
2021
Q3 | $288K | Sell |
2,496
-69
| -3% | -$8.07K | 0.01% | 330 |
|
|
2021
Q2 | $296K | Sell |
2,565
-123
| -5% | -$14.1K | 0.01% | 337 |
|
|
2021
Q1 | $304K | Buy |
2,688
+50
| +2% | +$5.83K | 0.01% | 324 |
|
|
2020
Q4 | $316K | Buy |
2,638
+13
| +0.5% | +$1.56K | 0.01% | 295 |
|
|
2020
Q3 | $320K | Sell |
2,625
-4
| -0.2% | -$488 | 0.01% | 226 |
|
|
2020
Q2 | $320K | Sell |
2,629
-750
| -22% | -$91.1K | 0.01% | 210 |
|
|
2020
Q1 | $410K | Buy |
3,379
+114
| +3% | +$13.1K | 0.01% | 161 |
|
|
2019
Q4 | $360K | Sell |
3,265
-525
| -14% | -$58.5K | 0.01% | 173 |
|
|
2019
Q3 | $426K | Buy |
3,790
+405
| +12% | +$45.2K | 0.01% | 162 |
|
|
2019
Q2 | $372K | Sell |
3,385
-19
| -0.6% | -$2.04K | 0.01% | 161 |
|
|
2019
Q1 | $363K | Buy |
3,404
+54
| +2% | +$5.65K | 0.01% | 161 |
|
|
2018
Q4 | $349K | Buy |
3,350
+544
| +19% | +$55.1K | 0.01% | 148 |
|
|
2018
Q3 | $284K | Sell |
2,806
-51
| -2% | -$5.2K | 0.01% | 166 |
|
|
2018
Q2 | $293K | Sell |
2,857
-583
| -17% | -$59.4K | 0.01% | 157 |
|
|
2018
Q1 | $355K | Hold |
3,440
| – | – | 0.01% | 132 |
|
|
2017
Q4 | $363K | Buy |
+3,440
| New | +$365K | 0.01% | 133 |
|
|
2013
Q4 | – | Sell |
-3,616
| Closed | -$369K | – | 61 |
|
|
2013
Q3 | $369K | Sell |
3,616
-552
| -13% | -$55.8K | 0.01% | 39 |
|
|
2013
Q2 | $427K | Buy |
+4,168
| New | +$444K | 0.02% | 36 |
|
Other funds holding IEF
BTI
Valmark Advisers's IEF Position: Q2 2026 in Review
Valmark Advisers reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 30% in Q2 2026, selling an estimated $166K and leaving 4,076 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #564.
Valmark Advisers first reported a position in IEF in Q2 2013 and has held it in 37 quarters since. The position peaked at $557K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.
- Valmark Advisers held 4,076 shares of iShares 7-10 Year Treasury Bond ETF worth $385K as of Q2 2026.
- Valmark Advisers sold 1,757 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $166K.
- iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #564 holding.
- Valmark Advisers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 37 quarters since.
- Valmark Advisers's iShares 7-10 Year Treasury Bond ETF position peaked at $557K in Q1 2026.
- 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.
Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.