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Alliance Wealth Advisors (Utah)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$3M Sell
31,763
-4,407
-12% -$417K 0.57% 28
2026
Q1 		$3.45M Sell
36,170
-8,159
-18% -$785K 0.75% 21
2025
Q4 		$4.26M Sell
44,329
-10,791
-20% -$1.04M 0.92% 22
2025
Q3 		$5.32M Buy
55,120
+1,168
+2% +$112K 1.25% 9
2025
Q2 		$5.17M Buy
53,952
+2,837
+6% +$268K 1.24% 13
2025
Q1 		$4.87M Buy
51,115
+5,614
+12% +$525K 1.27% 10
2024
Q4 		$4.21M Buy
45,501
+4,280
+10% +$404K 1.09% 20
2024
Q3 		$4.04M Buy
41,221
+4,683
+13% +$453K 1.06% 25
2024
Q2 		$3.42M Buy
36,538
+4,251
+13% +$395K 1% 30
2024
Q1 		$3.06M Buy
32,287
+4,323
+15% +$410K 0.91% 34
2023
Q4 		$2.7M Buy
27,964
+2,587
+10% +$239K 0.91% 32
2023
Q3 		$2.32M Buy
25,377
+3,240
+15% +$306K 0.86% 35
2023
Q2 		$2.14M Buy
22,137
+1,182
+6% +$116K 0.79% 38
2023
Q1 		$2.08M Buy
20,955
+2,905
+16% +$284K 0.84% 37
2022
Q4 		$1.73M Buy
+18,050
New +$1.73M 0.78% 43

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

Alliance Wealth Advisors (Utah)'s IEF Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, selling an estimated $417K and leaving 31,763 shares worth $3M. The position accounts for 0.57% of the portfolio, ranked #28.

Alliance Wealth Advisors (Utah) first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.32M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 31,763 shares of iShares 7-10 Year Treasury Bond ETF worth $3M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 4,407 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $417K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.57% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #28 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s iShares 7-10 Year Treasury Bond ETF position peaked at $5.32M in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.