Advyzon Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Advyzon Investment 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	$2M	Buy	21,179 +12,696	+150%	+$1.2M	0.15%	146
2026 Q1	$810K	Buy	8,483 +319	+4%	+$30.7K	0.07%	270
2025 Q4	$785K	Buy	8,164 +2,293	+39%	+$222K	0.09%	225
2025 Q3	$566K	Buy	5,871 +672	+13%	+$64.3K	0.1%	203
2025 Q2	$498K	Buy	+5,199	New	+$492K	0.11%	182

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

Advyzon Investment Management's IEF Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 150% in Q2 2026, buying an estimated $1.2M and bringing the position to 21,179 shares worth $2M. The position accounts for 0.15% of the portfolio, ranked #146.

Advyzon Investment Management first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Advyzon Investment Management held 21,179 shares of iShares 7-10 Year Treasury Bond ETF worth $2M as of Q2 2026.
Advyzon Investment Management bought 12,696 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.2M.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Advyzon Investment Management's portfolio in Q2 2026, its #146 holding.
Advyzon Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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