WEST PACES ADVISORS INC. IEF — ISHARES 7-10 YEAR TREASURY BOND ETF

Ownership history in WEST PACES ADVISORS INC.  ·  11 quarters on record

AI Ownership Summary

WEST PACES ADVISORS INC. reported ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 5.84% in 2024 Q4. The latest visible filing shows IEF at 5.64% 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 WEST PACES ADVISORS INC.'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
2026 Q1

IEF was reported at 5.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.84% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 WEST PACES ADVISORS INC. fund profile WEST PACES ADVISORS INC. full holdings
How WEST PACES ADVISORS INC. held IEF — position size vs. price
% of Fund (quarterly)    IEF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 305,140 +12,678 +4.3% 5.64% $29.1M 2026-05-05 $94.53
2025 Q4 ADDED — — — 292,462 +5,645 +2.0% 5.44% $28.1M 2026-01-21 $94.58
2025 Q3 ADDED — — — 286,817 +21,060 +7.9% 5.51% $27.7M 2025-10-22 $95.58
2025 Q2 ADDED — — — 265,757 +6,136 +2.4% 5.42% $25.5M 2025-07-23 $91.71
2025 Q1 ADDED — — — 259,621 +1,018 +0.4% 5.64% $24.8M 2025-04-15 $90.71
2024 Q4 ADDED — — — 258,603 +16,852 +7.0% 5.84% $23.9M 2025-02-14 $88.99
2024 Q3 ADDED — — — 241,751 +18,120 +8.1% 5.81% $23.7M 2024-10-15 $90.57
2024 Q2 ADDED — — — 223,631 +6,503 +3.0% 5.46% $20.9M 2024-07-17 $88.80
2024 Q1 ADDED — — — 217,128 +4,986 +2.4% 5.42% $20.6M 2024-04-15 $84.83
2023 Q4 ADDED — — — 212,142 +199,929 +1637.0% 5.75% $20.4M 2024-01-30 $87.77
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IEF

As of 2026 Q1 — sorted by position size

PEAVINE CAPITAL, LLC 3Y 7Y 37.9% Avalon Advisory Group 3Y 35.62% Raub Brock Capital Management LP 3Y 7Y 18.42% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 17.28% BENNINGFIELD FINANCIAL ADVISORS, LLC 15.62% LifeGuide Financial Advisors, LLC 3Y 14.28% Beacon Wealthcare LLC 3Y 13.9% MY Wealth Management Inc. 3Y 13.17% Invariant Investment Management 13.09% Ascent Advisors, LLC 12.73%

FAQ About WEST PACES ADVISORS INC. and IEF

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

How long has WEST PACES ADVISORS INC. reported owning IEF?

WEST PACES ADVISORS INC. reported IEF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IEF position in WEST PACES ADVISORS INC.'s portfolio?

The largest reported portfolio weight for IEF was 5.84% in 2024 Q4.

What is the latest reported IEF position on this page?

The most recent filing on this page is 2026 Q1, when WEST PACES ADVISORS INC. reported 305,140 shares, equal to 5.64% of portfolio, with an estimated market value of $29.1M.

What does the chart on this IEF ownership page compare?

The chart compares WEST PACES ADVISORS INC.'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.

How well did WEST PACES ADVISORS INC. time their IEF position?

Based on 13F filing dates vs. subsequent IEF price moves, WEST PACES ADVISORS INC. correctly timed 5 out of 10 reported position changes (50%).

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