Visionary Horizons
IEF icon

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

Visionary Horizons’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 		– Sell
-2,267
Closed -$214K – 152
2026
Q2 		$214K Buy
2,267
+80
+4% +$7.57K 0.09% 137
2026
Q1 		$209K Buy
+2,187
New +$210K 0.1% 122

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Visionary Horizons's IEF Position: Q3 2026 in Review

Visionary Horizons sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 2,267 shares — an estimated $214K sold.

Visionary Horizons first reported a position in IEF in Q1 2026 and held it in 2 quarters. The position peaked at $214K in Q2 2026. 716 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Visionary Horizons reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Visionary Horizons sold 2,267 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $214K.
  • Visionary Horizons first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and held it in 2 quarters.
  • Visionary Horizons's iShares 7-10 Year Treasury Bond ETF position peaked at $214K in Q2 2026.
  • 716 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.