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Ameritas Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ameritas Advisory Services’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 		$626K Sell
6,619
-9,315
-58% -$882K 0.01% 713
2026
Q1 		$1.52M Buy
15,934
+652
+4% +$62.7K 0.06% 278
2025
Q4 		$1.47M Buy
15,282
+9,339
+157% +$904K 0.05% 292
2025
Q3 		$573K Sell
5,943
-423
-7% -$40.4K 0.04% 357
2025
Q2 		$610K Sell
6,366
-10,209
-62% -$965K 0.03% 456
2025
Q1 		$1.54M Buy
16,575
+69
+0.4% +$6.46K 0.06% 286
2024
Q4 		$1.53M Buy
16,506
+1,415
+9% +$134K 0.05% 315
2024
Q3 		$1.48M Sell
15,091
-380
-2% -$36.7K 0.06% 298
2024
Q2 		$1.45M Sell
15,471
-994
-6% -$92.3K 0.05% 319
2024
Q1 		$1.52M Buy
16,465
+4,960
+43% +$470K 0.06% 289
2023
Q4 		$1.09M Buy
+11,505
New +$1.06M 0.06% 267
2023
Q3 		– Sell
-4,155
Closed -$393K – 819
2023
Q2 		$393K Sell
4,155
-7,406
-64% -$728K 0.05% 347
2023
Q1 		$1.15M Sell
11,561
-14,954
-56% -$1.46M 0.06% 294
2022
Q4 		$2.54M Sell
26,515
-1,621
-6% -$156K 0.12% 181
2022
Q3 		$2.7M Buy
28,136
+813
+3% +$82.5K 0.16% 131
2022
Q2 		$2.79M Buy
27,323
+5,761
+27% +$591K 0.16% 135
2022
Q1 		$2.32M Buy
21,562
+6,014
+39% +$667K 0.08% 187
2021
Q4 		$1.79M Buy
+15,548
New +$1.79M 0.07% 241

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

Ameritas Advisory Services's IEF Position: Q2 2026 in Review

Ameritas Advisory Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 58% in Q2 2026, selling an estimated $882K and leaving 6,619 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #713.

Ameritas Advisory Services first reported a position in IEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.79M in Q2 2022. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Ameritas Advisory Services held 6,619 shares of iShares 7-10 Year Treasury Bond ETF worth $626K as of Q2 2026.
  • Ameritas Advisory Services sold 9,315 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $882K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #713 holding.
  • Ameritas Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $2.79M in Q2 2022.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.