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 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%	1253

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

Advisors Asset Management's IEF Position: Q1 2026 in Review

Advisors Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 38% in Q1 2026, selling an estimated $193K and leaving 3,318 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #1067.

Advisors Asset Management first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $822K in Q2 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Advisors Asset Management held 3,318 shares of iShares 7-10 Year Treasury Bond ETF worth $317K as of Q1 2026.
Advisors Asset Management sold 2,002 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $193K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1067 holding.
Advisors Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Advisors Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $822K in Q2 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.