American Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

American Financial 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 Q2	$375K	Buy	3,960 +8	+0.2%	+$757	0.05%	115
2026 Q1	$377K	Buy	3,952 +20	+0.5%	+$1.92K	0.05%	104
2025 Q4	$378K	Sell	3,932 -1,043	-21%	-$101K	0.05%	108
2025 Q3	$480K	Sell	4,975 -842	-14%	-$80.5K	0.06%	95
2025 Q2	$557K	Buy	5,817 +50	+0.9%	+$4.73K	0.08%	83
2025 Q1	$550K	Buy	5,767 +30	+0.5%	+$2.81K	0.08%	75
2024 Q4	$530K	Buy	5,737 +63	+1%	+$5.95K	0.07%	78
2024 Q3	$557K	Buy	5,674 +44	+0.8%	+$4.25K	0.08%	74
2024 Q2	$527K	Buy	5,630 +43	+0.8%	+$4K	0.08%	75
2024 Q1	$529K	Sell	5,587 -74	-1%	-$7.01K	0.07%	79
2023 Q4	$546K	Buy	5,661 +272	+5%	+$25.2K	0.08%	76
2023 Q3	$494K	Sell	5,389 -470	-8%	-$44.3K	0.08%	78
2023 Q2	$566K	Buy	5,859 +2	+0%	+$197	0.09%	76
2023 Q1	$581K	Buy	5,857 +18	+0.3%	+$1.76K	0.09%	78
2022 Q4	$559K	Buy	5,839 +33	+0.6%	+$3.17K	0.09%	75
2022 Q3	$557K	Buy	5,806 +21	+0.4%	+$2.13K	0.1%	71
2022 Q2	$592K	Sell	5,785 -2,394	-29%	-$246K	0.16%	44
2022 Q1	$879K	Sell	8,179 -2,138	-21%	-$237K	0.12%	64
2021 Q4	$1.19M	Sell	10,317 -3,506	-25%	-$403K	0.15%	57
2021 Q3	$1.59M	Sell	13,823 -3,146	-19%	-$368K	0.21%	45
2021 Q2	$1.96M	Sell	16,969 -7,604	-31%	-$870K	0.27%	42
2021 Q1	$2.77M	Sell	24,573 -3,802	-13%	-$443K	0.41%	36
2020 Q4	$3.4M	Sell	28,375 -2,062	-7%	-$248K	0.49%	36
2020 Q3	$3.71M	Buy	30,437 +281	+0.9%	+$34.3K	0.6%	33
2020 Q2	$3.69M	Buy	30,156 +210	+0.7%	+$25.5K	0.59%	34
2020 Q1	$3.64M	Sell	29,946 -107,751	-78%	-$12.4M	0.65%	34
2019 Q4	$15.5M	Buy	137,697 +48,213	+54%	+$5.38M	2.71%	15
2019 Q3	$10.1M	Buy	89,484 +8,361	+10%	+$933K	1.9%	23
2019 Q2	$8.93M	Buy	81,123 +6,176	+8%	+$662K	1.74%	23
2019 Q1	$7.99M	Buy	+74,947	New	+$7.84M	1.63%	24

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

American Financial Advisors's IEF Position: Q2 2026 in Review

American Financial Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.2% in Q2 2026, buying an estimated $757 and bringing the position to 3,960 shares worth $375K. The position accounts for 0.05% of the portfolio, ranked #115.

American Financial Advisors first reported a position in IEF in Q1 2019 and has held it in 30 quarters since. The position peaked at $15.5M in Q4 2019. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

American Financial Advisors held 3,960 shares of iShares 7-10 Year Treasury Bond ETF worth $375K as of Q2 2026.
American Financial Advisors bought 8 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $757.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of American Financial Advisors's portfolio in Q2 2026, its #115 holding.
American Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
American Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $15.5M in Q4 2019.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.