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 Q2	$1.8K	Buy	19 +5	+36%	+$473	﹤0.01%	585
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 $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

Addison Advisors's IEF Position: Q2 2026 in Review

Addison Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 36% in Q2 2026, buying an estimated $473 and bringing the position to 19 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Addison Advisors first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $71.9K in Q3 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Addison Advisors held 19 shares of iShares 7-10 Year Treasury Bond ETF worth $1.8K as of Q2 2026.
Addison Advisors bought 5 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $473.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Addison Advisors's portfolio in Q2 2026, its #585 holding.
Addison Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Addison Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $71.9K in Q3 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.