Vertex Planning Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vertex Planning 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	$3.62M	Buy	+40,560	New	+$3.75M	0.51%	38

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

Vertex Planning Partners's IEF Position: Q3 2026 in Review

Vertex Planning Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026: 40,560 shares worth $3.62M. The stake represents 0.51% of the portfolio and ranks #38 among its holdings.

990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Vertex Planning Partners held 40,560 shares of iShares 7-10 Year Treasury Bond ETF worth $3.62M as of Q3 2026.
iShares 7-10 Year Treasury Bond ETF was a new Vertex Planning Partners position in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.51% of Vertex Planning Partners's portfolio in Q3 2026, its #38 holding.
990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.