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Advisor OS’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advisor OS’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 		$3.15M Buy
33,287
+6,005
+22% +$568K 0.21% 80
2026
Q1 		$2.6M Buy
27,282
+20,335
+293% +$1.96M 0.19% 82
2025
Q4 		$668K Buy
6,947
+1,341
+24% +$130K 0.05% 233
2025
Q3 		$541K Buy
5,606
+354
+7% +$33.8K 0.05% 251
2025
Q2 		$503K Sell
5,252
-388,072
-99% -$36.7M 0.05% 252
2025
Q1 		$37.5M Buy
393,324
+21,374
+6% +$2M 4.27% 3
2024
Q4 		$34.4M Sell
371,950
-90,211
-20% -$8.52M 3.98% 4
2024
Q3 		$45.3M Buy
462,161
+16,468
+4% +$1.59M 4.51% 3
2024
Q2 		$41.7M Sell
445,693
-1,297
-0.3% -$120K 4.57% 3
2024
Q1 		$42.3M Buy
446,990
+20,978
+5% +$1.99M 4.86% 3
2023
Q4 		$41.1M Buy
426,012
+55,911
+15% +$5.17M 5.34% 4
2023
Q3 		$33.9M Buy
370,101
+42,391
+13% +$4M 5.08% 4
2023
Q2 		$31.7M Buy
327,710
+272,128
+490% +$26.8M 5.18% 3
2023
Q1 		$5.51M Buy
55,582
+39,310
+242% +$3.84M 1.32% 17
2022
Q4 		$1.56M Buy
16,272
+6,044
+59% +$580K 0.41% 57
2022
Q3 		$982K Buy
+10,228
New +$1.04M 0.3% 73

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Advisor OS's IEF Position: Q2 2026 in Review

Advisor OS increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 22% in Q2 2026, buying an estimated $568K and bringing the position to 33,287 shares worth $3.15M. The position accounts for 0.21% of the portfolio, ranked #80.

Advisor OS first reported a position in IEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $45.3M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Advisor OS held 33,287 shares of iShares 7-10 Year Treasury Bond ETF worth $3.15M as of Q2 2026.
  • Advisor OS bought 6,005 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $568K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.21% of Advisor OS's portfolio in Q2 2026, its #80 holding.
  • Advisor OS first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Advisor OS's iShares 7-10 Year Treasury Bond ETF position peaked at $45.3M in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.