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

Advisors Asset Management’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	$150K	Sell	1,585 -1,733	-52%	-$164K	﹤0.01%	1211
2026 Q1	$317K	Sell	3,318 -2,002	-38%	-$193K	0.01%	1067
2025 Q4	$512K	Sell	5,320 -1,985	-27%	-$192K	0.01%	949
2025 Q3	$705K	Sell	7,305 -1,273	-15%	-$122K	0.01%	891
2025 Q2	$822K	Buy	8,578 +461	+6%	+$43.6K	0.01%	826
2025 Q1	$774K	Buy	8,117 +786	+11%	+$73.5K	0.01%	823
2024 Q4	$678K	Buy	7,331 +2,198	+43%	+$208K	0.01%	860
2024 Q3	$504K	Buy	5,133 +1,859	+57%	+$180K	0.01%	929
2024 Q2	$307K	Buy	3,274 +1,541	+89%	+$143K	0.01%	1018
2024 Q1	$164K	Buy	1,733 +1,071	+162%	+$102K	﹤0.01%	1171
2023 Q4	$63.8K	Buy	+662	New	+$61.2K	﹤0.01%	1254

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

Advisors Asset Management's IEF Position: Q2 2026 in Review

Advisors Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 52% in Q2 2026, selling an estimated $164K and leaving 1,585 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Advisors Asset Management first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $822K in Q2 2025. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Advisors Asset Management held 1,585 shares of iShares 7-10 Year Treasury Bond ETF worth $150K as of Q2 2026.
Advisors Asset Management sold 1,733 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $164K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1211 holding.
Advisors Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Advisors Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $822K in Q2 2025.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.