Premier Path Wealth Partners, LLC IEF holdings history
ISHARES 7-10 YEAR TREASURY B · CUSIP 464287440 · CIK 1999925
As of 2026-06-30, Premier Path Wealth Partners, LLC reported 123.39K IEF (shares), valued at $11.67M, or 1.34% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares increased 7.71%; reported value increased 6.73%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.34% | 123,390 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 1.42% | 114,556 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 1.17% | 94,606 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 1.10% | 88,902 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 1.18% | 88,529 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 1.32% | 88,790 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 1.14% | 81,083 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 1.20% | 77,569 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.17% | 73,455 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 1.19% | 67,227 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 0.14% | 4,824 | SEC filing ↗Filed Jan 12, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 0.14% | 4,824 | $635.60K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 12, 2024 |
| Q1 2024 | 1.19% | 67,227 | $6.30M | Shares increased 1293.59%; reported value increased 890.96%, and weight changed +1.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.17% | 73,455 | $6.88M | Shares increased 9.26%; reported value increased 9.22%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 1.20% | 77,569 | $7.61M | Shares increased 5.60%; reported value increased 10.64%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 1.14% | 81,083 | $7.50M | Shares increased 4.53%; reported value decreased 1.51%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 1.32% | 88,790 | $8.47M | Shares increased 9.51%; reported value increased 12.96%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 1.18% | 88,529 | $8.48M | Shares decreased 0.29%; reported value increased 0.12%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 1.10% | 88,902 | $8.58M | Shares increased 0.42%; reported value increased 1.14%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 1.17% | 94,606 | $9.10M | Shares increased 6.42%; reported value increased 6.08%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 1.42% | 114,556 | $10.93M | Shares increased 21.09%; reported value increased 20.18%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 1.34% | 123,390 | $11.67M | Shares increased 7.71%; reported value increased 6.73%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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