Acorn Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Acorn Wealth Advisors’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 Q2	$482K	Sell	5,099 -1,728	-25%	-$164K	0.12%	165
2026 Q1	$652K	Sell	6,827 -2,889	-30%	-$278K	0.19%	116
2025 Q4	$934K	Sell	9,716 -4,496	-32%	-$435K	0.28%	77
2025 Q3	$1.37M	Buy	+14,212	New	+$1.36M	0.43%	57
2024 Q4	–	Sell	-4,749	Closed	-$466K	–	238
2024 Q3	$466K	Buy	4,749 +1,964	+71%	+$190K	0.2%	100
2024 Q2	$261K	Sell	2,785 -278	-9%	-$25.8K	0.13%	162
2024 Q1	$290K	Buy	3,063 +16	+0.5%	+$1.52K	0.15%	142
2023 Q4	$294K	Buy	+3,047	New	+$282K	0.17%	132
2018 Q2	–	Sell	-40	Closed	-$4K	–	650
2018 Q1	$4K	Hold	40	–	–	﹤0.01%	651
2017 Q4	$4K	Buy	+40	New	+$4.24K	﹤0.01%	624

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Acorn Wealth Advisors's IEF Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q2 2026, selling an estimated $164K and leaving 5,099 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #165.

Acorn Wealth Advisors first reported a position in IEF in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Acorn Wealth Advisors held 5,099 shares of iShares 7-10 Year Treasury Bond ETF worth $482K as of Q2 2026.
Acorn Wealth Advisors sold 1,728 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $164K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Acorn Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Acorn Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 10 quarters since.
Acorn Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.37M in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.