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Addis & Hill’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Addis & Hill’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 		$859K Buy
+9,078
New +$859K 0.47% 17

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Addis & Hill's IEF Position: Q2 2026 in Review

Addis & Hill opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 9,078 shares worth $859K. The stake represents 0.47% of the portfolio and ranks #17 among its holdings.

242 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Addis & Hill held 9,078 shares of iShares 7-10 Year Treasury Bond ETF worth $859K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Addis & Hill position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.47% of Addis & Hill's portfolio in Q2 2026, its #17 holding.
  • 242 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Addis & Hill's 13F filing for Q2 2026, filed 7 Jul 2026.