Arax Advisory Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Arax Advisory Partners’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	$18.4M	Buy	194,779 +194,029	+25,871%	+$18.4M	0.12%	176
2026 Q1	$71.6K	Buy	750 +281	+60%	+$27K	﹤0.01%	1530
2025 Q4	$45.1K	Buy	+469	New	+$45.4K	﹤0.01%	1658
2025 Q3	–	Sell	-204	Closed	-$19.5K	–	3923
2025 Q2	$19.5K	Hold	204	–	–	﹤0.01%	1677
2025 Q1	$19.4K	Hold	204	–	–	﹤0.01%	1319
2024 Q4	$18.8K	Buy	204 +192	+1,600%	+$18.1K	﹤0.01%	1235
2024 Q3	$1.15K	Hold	12	–	–	﹤0.01%	2211
2024 Q2	$1.08K	Sell	12 -203	-94%	-$18.9K	﹤0.01%	2146
2024 Q1	$20.4K	Hold	215	–	–	﹤0.01%	665
2023 Q4	$20.8K	Buy	215 +204	+1,855%	+$18.9K	﹤0.01%	644
2023 Q3	$1.03K	Hold	11	–	–	﹤0.01%	1118
2023 Q2	$1.08K	Hold	11	–	–	﹤0.01%	1101
2023 Q1	$1.1K	Sell	11 -327	-97%	-$32K	﹤0.01%	1086
2022 Q4	$32.4K	Sell	338 -171	-34%	-$16.4K	﹤0.01%	501
2022 Q3	$49K	Sell	509 -333	-40%	-$33.8K	0.01%	434
2022 Q2	$86K	Hold	842	–	–	0.01%	328
2022 Q1	$90K	Hold	842	–	–	0.01%	353
2021 Q4	$97K	Hold	842	–	–	0.01%	348
2021 Q3	$97K	Hold	842	–	–	0.01%	334
2021 Q2	$97K	Buy	+842	New	+$96.4K	0.01%	340
2020 Q4	$211K	Sell	1,760 -2,259	-56%	-$272K	0.03%	201
2020 Q3	$490K	Sell	4,019 -198,148	-98%	-$24.2M	0.08%	86
2020 Q2	$24.6M	Sell	202,167 -1,327	-0.7%	-$161K	4.39%	6
2020 Q1	$24.7M	Buy	+203,494	New	+$23.4M	5.7%	2
2017 Q3	–	Sell	-978	Closed	-$104K	–	481
2017 Q2	$104K	Buy	978 +50	+5%	+$5.34K	0.05%	152
2017 Q1	$98K	Buy	928 +816	+729%	+$85.7K	0.05%	131
2016 Q4	$12K	Buy	+112	New	+$12K	0.01%	302

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

Arax Advisory Partners's IEF Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25,871% in Q2 2026, buying an estimated $18.4M and bringing the position to 194,779 shares worth $18.4M. The position accounts for 0.12% of the portfolio, ranked #176.

Arax Advisory Partners first reported a position in IEF in Q4 2016 and has held it in 27 quarters since. The position peaked at $24.7M in Q1 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Arax Advisory Partners held 194,779 shares of iShares 7-10 Year Treasury Bond ETF worth $18.4M as of Q2 2026.
Arax Advisory Partners bought 194,029 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.4M.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Arax Advisory Partners's portfolio in Q2 2026, its #176 holding.
Arax Advisory Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 27 quarters since.
Arax Advisory Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $24.7M in Q1 2020.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.