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

Addison 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 Q1	$1.34K	Sell	14 -82	-85%	-$7.89K	﹤0.01%	864
2025 Q4	$9.23K	Hold	96	–	–	﹤0.01%	637
2025 Q3	$9.26K	Hold	96	–	–	﹤0.01%	641
2025 Q2	$9.19K	Sell	96 -96	-50%	-$9.08K	﹤0.01%	631
2025 Q1	$18.3K	Hold	192	–	–	0.01%	517
2024 Q4	$17.8K	Sell	192 -541	-74%	-$51.1K	﹤0.01%	515
2024 Q3	$71.9K	Hold	733	–	–	0.02%	343
2024 Q2	$68.6K	Buy	733 +430	+142%	+$39.9K	0.02%	330
2024 Q1	$28.7K	Buy	+303	New	+$28.7K	0.01%	423

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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

Addison Advisors's IEF Position: Q1 2026 in Review

Addison Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 85% in Q1 2026, selling an estimated $7.89K and leaving 14 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Addison Advisors first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $71.9K in Q3 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Addison Advisors held 14 shares of iShares 7-10 Year Treasury Bond ETF worth $1.34K as of Q1 2026.
Addison Advisors sold 82 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.89K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #864 holding.
Addison Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Addison Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $71.9K in Q3 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.