Acute Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Acute Investment Advisory’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 Q1	–	Sell	-2,350	Closed	-$226K	–	20
2025 Q4	$226K	Sell	2,350 -382	-14%	-$37K	2.19%	12
2025 Q3	$264K	Sell	2,732 -535	-16%	-$51.2K	2.21%	14
2025 Q2	$313K	Sell	3,267 -2,065	-39%	-$195K	2.55%	10
2025 Q1	$509K	Sell	5,332 -17,846	-77%	-$1.67M	2.56%	9
2024 Q4	$2.14M	Sell	23,178 -15,660	-40%	-$1.48M	2.35%	10
2024 Q3	$3.81M	Buy	+38,838	New	+$3.75M	2.19%	8
2022 Q1	–	Sell	-5,909	Closed	-$680K	–	45
2021 Q4	$680K	Buy	+5,909	New	+$679K	0.5%	37

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

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

Acute Investment Advisory's IEF Position: Q1 2026 in Review

Acute Investment Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 2,350 shares — an estimated $226K sold.

Acute Investment Advisory first reported a position in IEF in Q4 2021 and held it in 7 quarters. The position peaked at $3.81M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Acute Investment Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Acute Investment Advisory sold 2,350 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $226K.
Acute Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
Acute Investment Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $3.81M in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Acute Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.