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

Arkadios 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
Q2 		$8.86M Buy
93,646
+32,725
+54% +$3.1M 0.13% 170
2026
Q1 		$5.81M Buy
60,921
+33,871
+125% +$3.26M 0.09% 239
2025
Q4 		$2.6M Buy
27,050
+13,680
+102% +$1.32M 0.05% 371
2025
Q3 		$1.29M Sell
13,370
-270
-2% -$25.8K 0.03% 541
2025
Q2 		$1.31M Buy
13,640
+3,277
+32% +$310K 0.04% 472
2025
Q1 		$988K Sell
10,363
-1,070
-9% -$100K 0.04% 463
2024
Q4 		$1.06M Buy
11,433
+2,384
+26% +$225K 0.06% 319
2024
Q3 		$888K Sell
9,049
-1,846
-17% -$178K 0.05% 352
2024
Q2 		$1.02M Buy
10,895
+8,477
+351% +$788K 0.07% 277
2024
Q1 		$229K Sell
2,418
-132
-5% -$12.5K 0.02% 620
2023
Q4 		$246K Sell
2,550
-8,675
-77% -$802K 0.02% 592
2023
Q3 		$1.03M Buy
11,225
+8,692
+343% +$820K 0.1% 205
2023
Q2 		$245K Sell
2,533
-162
-6% -$15.9K 0.03% 504
2023
Q1 		$267K Buy
+2,695
New +$263K 0.03% 474
2021
Q4 		– Sell
-481
Closed -$55K – 1135
2021
Q3 		$55K Sell
481
-508
-51% -$59.4K 0.01% 847
2021
Q2 		$114K Buy
989
+513
+108% +$58.7K 0.01% 682
2021
Q1 		$53K Buy
476
+388
+441% +$45.2K 0.01% 676
2020
Q4 		$10K Buy
+88
New +$10.6K ﹤0.01% 956

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

Arkadios Wealth Advisors's IEF Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 54% in Q2 2026, buying an estimated $3.1M and bringing the position to 93,646 shares worth $8.86M. The position accounts for 0.13% of the portfolio, ranked #170.

Arkadios Wealth Advisors first reported a position in IEF in Q4 2020 and has held it in 18 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Arkadios Wealth Advisors held 93,646 shares of iShares 7-10 Year Treasury Bond ETF worth $8.86M as of Q2 2026.
  • Arkadios Wealth Advisors bought 32,725 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.1M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • Arkadios Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.