IEF β€” ISHARES 7-10 YEAR TREASURY BOND ETF

Ownership history in Northstar Advisory Group, LLC  Β·  9 quarters on record

AI Ownership Summary

Northstar Advisory Group, LLC reported ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) in 9 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 8.41% in 2025 Q4. The latest visible filing shows IEF at 8.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Northstar Advisory Group, LLC's position in ISHARES 7-10 YEAR TREASURY BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IEF was reported at 8.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.41% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IEF stock page Northstar Advisory Group, LLC fund profile Northstar Advisory Group, LLC full holdings
How Northstar Advisory Group, LLC held IEF β€” position size vs. price
% of Fund (quarterly)    IEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 246,206 +209,502 +570.8% 8.41% $23.7M 2026-02-14 (Est.) $96.61
2025 Q3 ADDED 36,704 +13,771 +60.0% 1.44% $3.5M 2025-11-03 $95.00
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IEF

As of 2026 Q1 β€” sorted by position size

Beacon Wealthcare LLC 3Y 13.9% Silverleafe Capital Partners, LLC 3Y 7Y 5.23% First Financial Bank - Trust Division 3Y 7Y 2.71% Ridgewood Investments LLC 3Y 7Y 0.13% Noble Wealth Management PBC 0.1% Hickory Point Bank & Trust 0.01% Coastline Trust Co 3Y 7Y 0.0% Bangor Savings Bank 3Y 7Y 0.0% Investors Research Corp 3Y 7Y 0.0%

FAQ About Northstar Advisory Group, LLC and IEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Northstar Advisory Group, LLC reported owning IEF?

Northstar Advisory Group, LLC reported IEF across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported IEF position in Northstar Advisory Group, LLC's portfolio?

The largest reported portfolio weight for IEF was 8.41% in 2025 Q4.

What is the latest reported IEF position on this page?

The most recent filing on this page is 2025 Q4, when Northstar Advisory Group, LLC reported 246,206 shares, equal to 8.41% of portfolio, with an estimated market value of $23.7M.

What does the chart on this IEF ownership page compare?

The chart compares Northstar Advisory Group, LLC's quarterly IEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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