Ally Invest Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ally Invest Advisors’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	$102M	Buy	1,070,158 +71,608	+7%	+$6.89M	6.87%	4
2025 Q4	$96M	Buy	998,550 +52,259	+6%	+$5.06M	6.63%	4
2025 Q3	$91.3M	Buy	946,291 +48,464	+5%	+$4.63M	6.55%	4
2025 Q2	$86M	Buy	897,827 +12,940	+1%	+$1.22M	6.7%	4
2025 Q1	$84.4M	Buy	884,887 +18,427	+2%	+$1.72M	7.23%	4
2024 Q4	$80.1M	Buy	866,460 +49,392	+6%	+$4.67M	6.94%	4
2024 Q3	$80.2M	Buy	817,068 +18,625	+2%	+$1.8M	7.11%	4
2024 Q2	$74.8M	Buy	798,443 +22,761	+3%	+$2.11M	7.19%	5
2024 Q1	$73.4M	Buy	775,682 +20,474	+3%	+$1.94M	7.29%	5
2023 Q4	$72.8M	Sell	755,208 -8,122	-1%	-$751K	7.75%	5
2023 Q3	$69.9M	Buy	763,330 +16,517	+2%	+$1.56M	8.18%	5
2023 Q2	$72.1M	Sell	746,813 -2,603	-0.3%	-$256K	8.24%	5
2023 Q1	$74.3M	Sell	749,416 -1,261	-0.2%	-$123K	8.77%	5
2022 Q4	$71.9M	Sell	750,677 -4,835	-0.6%	-$464K	9.02%	5
2022 Q3	$72.5M	Sell	755,512 -357	-0%	-$36.2K	9.83%	5
2022 Q2	$77.3M	Sell	755,869 -9,446	-1%	-$969K	10.06%	5
2022 Q1	$82.2M	Buy	765,315 +18,593	+2%	+$2.06M	9.47%	5
2021 Q4	$85.9M	Buy	746,722 +55,881	+8%	+$6.42M	9.69%	5
2021 Q3	$79.6M	Buy	690,841 +75,881	+12%	+$8.87M	10.01%	5
2021 Q2	$71M	Buy	614,960 +94,182	+18%	+$10.8M	9.82%	5
2021 Q1	$58.8M	Buy	520,778 +124,788	+32%	+$14.5M	9.78%	5
2020 Q4	$47.5M	Buy	395,990 +82,702	+26%	+$9.95M	9.83%	5
2020 Q3	$38.2M	Buy	313,288 +49,452	+19%	+$6.03M	10.17%	5
2020 Q2	$32.2M	Buy	263,836 +27,827	+12%	+$3.38M	9.95%	5
2020 Q1	$28.7M	Sell	236,009 -1,923	-0.8%	-$221K	10.77%	5
2019 Q4	$26.2M	Buy	237,932 +38,004	+19%	+$4.24M	9.92%	5
2019 Q3	$22.5M	Buy	199,928 +30,861	+18%	+$3.44M	10.49%	5
2019 Q2	$18.6M	Buy	169,067 +25,495	+18%	+$2.73M	10.12%	5
2019 Q1	$15.3M	Buy	143,572 +19,914	+16%	+$2.08M	9.92%	5
2018 Q4	$12.9M	Buy	+123,658	New	+$12.5M	10.43%	5

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.94% 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

Ally Invest Advisors's IEF Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.2% in Q1 2026, buying an estimated $6.89M and bringing the position to 1,070,158 shares worth $102M. The position accounts for 6.87% of the portfolio, ranked #4.

Ally Invest Advisors first reported a position in IEF in Q4 2018 and has held it in 30 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Ally Invest Advisors held 1,070,158 shares of iShares 7-10 Year Treasury Bond ETF worth $102M as of Q1 2026.
Ally Invest Advisors bought 71,608 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.89M.
iShares 7-10 Year Treasury Bond ETF made up 6.87% of Ally Invest Advisors's portfolio in Q1 2026, its #4 holding.
Ally Invest Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.