Advisory Alpha’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advisory Alpha’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	$364K	Buy	3,818 +557	+17%	+$53.6K	0.01%	403
2025 Q4	$314K	Buy	3,261 +947	+41%	+$91.6K	0.01%	409
2025 Q3	$224K	Buy	+2,314	New	+$221K	0.01%	482
2025 Q2	–	Sell	-2,136	Closed	-$204K	–	491
2025 Q1	$204K	Buy	+2,136	New	+$200K	0.01%	439
2024 Q4	–	Sell	-2,431	Closed	-$239K	–	447
2024 Q3	$239K	Buy	+2,431	New	+$235K	0.01%	371
2024 Q2	–	Sell	-37,827	Closed	-$3.58M	–	405
2024 Q1	$3.58M	Sell	37,827 -331	-0.9%	-$31.4K	0.15%	82
2023 Q4	$3.68M	Buy	38,158 +16,569	+77%	+$1.53M	0.17%	80
2023 Q3	$1.98M	Sell	21,589 -162	-0.7%	-$15.3K	0.1%	98
2023 Q2	$2.1M	Buy	21,751 +14,718	+209%	+$1.45M	0.11%	99
2023 Q1	$697K	Buy	+7,033	New	+$687K	0.04%	147
2021 Q4	–	Sell	-3,567	Closed	-$411K	–	266
2021 Q3	$411K	Buy	3,567 +1,156	+48%	+$135K	0.03%	174
2021 Q2	$278K	Sell	2,411 -663	-22%	-$75.9K	0.02%	162
2021 Q1	$347K	Buy	+3,074	New	+$358K	0.04%	126

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 $8.74B AUM 14.62% 1-Year Est. Return

Advisory Alpha's IEF Position: Q1 2026 in Review

Advisory Alpha increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q1 2026, buying an estimated $53.6K and bringing the position to 3,818 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #403.

Advisory Alpha first reported a position in IEF in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.68M in Q4 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Advisory Alpha held 3,818 shares of iShares 7-10 Year Treasury Bond ETF worth $364K as of Q1 2026.
Advisory Alpha bought 557 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $53.6K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #403 holding.
Advisory Alpha first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 13 quarters since.
Advisory Alpha's iShares 7-10 Year Treasury Bond ETF position peaked at $3.68M in Q4 2023.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.