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Disclosery

IEF ISHARES TR

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7-10 YR TRSY BD (fund)

Filings received so far for Q3 2026: 62 13F filers report a position in IEF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EASTERN BANK1,346,447$120M1.83%+775,99413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC623,109$55.6M3.35%+609,37613F-HRTimeline
Beacon Wealthcare LLC430,508$38.4M12.19%+10,57013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION396,411$35.4M2.55%+12,39013F-HRTimeline
Invariant Investment Management295,577$26.3M15.22%+17,12313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC189,320$16.9M1.1%-9,24813F-HRTimeline
Silverleafe Capital Partners, LLC177,759$15.9M4.52%new13F-HRTimeline
Strategic Financial Group, LLC102,205$9.13M8.84%+1,03313F-HRTimeline
Pacific Wealth Management101,981$9.11M4.01%-56,93013F-HRTimeline
Acropolis Investment Management, LLC67,080$5.99M0.24%-1,44213F-HRTimeline
Ballew Advisors, Inc65,561$5.84M2.9%+8,66313F-HRTimeline
Wealth Enhancement Trust Services, Inc.62,363$5.57M0.59%-1,45513F-HRTimeline
Whalen Wealth Management Inc.51,374$4.59M1.96%+42,90213F-HRTimeline
Capital Advisors Wealth Management, LLC45,581$4.07M0.46%-1,17113F-HRTimeline
Farther Finance Advisors, LLC43,430$3.88M0.03%+5,66613F-HRTimeline
Insight Wealth Strategies, LLC36,078$3.22M0.32%+1,03113F-HRTimeline
Biltmore Wealth Management, LLC35,414$3.16M0.98%+4,06413F-HRTimeline
Boltwood Capital Management31,290$2.79M0.63%+92213F-HRTimeline
MFA WEALTH ADVISORS, LLC24,821$2.22M0.38%+47813F-HRTimeline
Prism Advisors, Inc.21,929$1.96M0.49%+5,51013F-HRTimeline
Central Pacific Bank - Trust Division21,815$1.95M0.2%-40013F-HRTimeline
Atlas Brown,Inc.20,878$1.86M0.49%+67913F-HRTimeline
Matrix Trust Co18,960$1.69M0.25%-29913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,046$1.17M0.79%+1,32613F-HRTimeline
Paladin Partners, LLC10,226$913K0.56%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC10,068$899K0.24%-5,46513F-HRTimeline
Apella Capital, LLC8,554$762K0.01%+4013F-HRTimeline
Legacy Private Trust Co.8,493$759K0.04%-6,39513F-HRTimeline
MassMutual Private Wealth & Trust, FSB8,234$735K0.02%+61313F-HRTimeline
CoreCap Advisors, LLC8,040$718K0.02%+5,15913F-HRTimeline
First Heartland Consultants, Inc.8,015$716K0.05%+33313F-HRTimeline
Hamilton Capital, LLC7,223$645K0.04%+1,12013F-HRTimeline
City Center Advisors, LLC6,595$589K0.45%+74813F-HRTimeline
Independence Financial Advisors, LLC6,551$585K0.15%-7,80513F-HRTimeline
Montecito Bank & Trust5,832$521K0.08%+57813F-HRTimeline
SAPIENT CAPITAL LLC5,501$491K0.01%-55313F-HRTimeline
DKM Wealth Management, Inc.4,702$420K0.27%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,626$413K0.01%-8,32313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC4,187$373K0.05%+1113F-HRTimeline
FC Advisory LLC3,406$304K0.08%+14713F-HRTimeline
Tactive Advisors, LLC3,386$302K0.07%new13F-HRTimeline
Sound Income Strategies, LLC3,317$297K0.01%-1513F-HRTimeline
Ridgewood Investments LLC2,862$256K0.09%-4913F-HRTimeline
M.E. ALLISON & CO., INC.2,764$247K0.14%+713F-HRTimeline
KFA Private Wealth Group, LLC2,512$224K0.05%-8713F-HRTimeline
Breakwater Capital Group2,507$224K0.03%-5,06313F-HRTimeline
SigFig Wealth Management, LLC2,502$223K0.01%new13F-HRTimeline
Noble Wealth Management PBC1,427$127K0.06%-26613F-HRTimeline
GK Wealth Management LLC546$48.8K0.03%new13F-HRTimeline
CX Institutional469$42K<0.01%+12613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP458$40.9K<0.01%new13F-HRTimelineGroup
Coastline Trust Co265$23.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Versant Capital Management, Inc223$19.9K<0.01%013F-HRTimeline
Bangor Savings Bank172$15.4K<0.01%013F-HRTimeline
Hickory Point Bank & Trust161$14.4K0.01%013F-HRTimeline
LWM ADVISORS INC131$11.7K0.01%new13F-HRTimeline
GAMMA Investing LLC117$10.4K<0.01%-30213F-HRTimeline
Pacifica Partners Inc.100$8.93K<0.01%-5,92213F-HRTimeline
Olistico Wealth, LLC77$6.88K<0.01%new13F-HRTimeline
Trust Co71$6.3K<0.01%-11013F-HRTimeline
Rosenberg Matthew Hamilton56$5K<0.01%013F-HRTimeline
Investors Research Corp41$3.66K<0.01%013F-HRTimeline