AmeriServ Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AmeriServ Wealth 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	$14.7M	Sell	153,851 -12,578	-8%	-$1.21M	9.37%	2
2025 Q4	$16M	Sell	166,429 -73,154	-31%	-$7.08M	9.3%	2
2025 Q3	$23.1M	Buy	239,583 +3,077	+1%	+$294K	11.68%	2
2025 Q2	$22.7M	Buy	236,506 +12,990	+6%	+$1.23M	11.2%	2
2025 Q1	$21.3M	Sell	223,516 -8,121	-4%	-$760K	12.33%	2
2024 Q4	$21.4M	Buy	+231,637	New	+$21.9M	11.56%	2
2023 Q3	$335K	Buy	+3,662	New	+$345K	0.62%	31

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 $9.54B AUM 19.86% 1-Year Est. Return

AmeriServ Wealth Advisors's IEF Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.6% in Q1 2026, selling an estimated $1.21M and leaving 153,851 shares worth $14.7M. The position accounts for 9.37% of the portfolio, ranked #2.

AmeriServ Wealth Advisors first reported a position in IEF in Q3 2023 and has held it in 7 quarters since. The position peaked at $23.1M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

AmeriServ Wealth Advisors held 153,851 shares of iShares 7-10 Year Treasury Bond ETF worth $14.7M as of Q1 2026.
AmeriServ Wealth Advisors sold 12,578 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.21M.
iShares 7-10 Year Treasury Bond ETF made up 9.37% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #2 holding.
AmeriServ Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 7 quarters since.
AmeriServ Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $23.1M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.