Arvest Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Arvest Investments’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	$17.4M	Sell	183,980 -2,906	-2%	-$275K	2.1%	13
2026 Q1	$17.8M	Buy	186,886 +27,900	+18%	+$2.68M	2.43%	12
2025 Q4	$15.3M	Buy	158,986 +40,679	+34%	+$3.94M	2.15%	12
2025 Q3	$11.4M	Buy	118,307 +84,560	+251%	+$8.09M	1.64%	15
2025 Q2	$3.23M	Sell	33,747 -205	-0.6%	-$19.4K	0.49%	48
2025 Q1	$3.24M	Buy	33,952 +645	+2%	+$60.3K	0.51%	42
2024 Q4	$3.08M	Sell	33,307 -392	-1%	-$37K	0.49%	45
2024 Q3	$3.31M	Buy	33,699 +400	+1%	+$38.7K	0.5%	44
2024 Q2	$3.12M	Sell	33,299 -32,432	-49%	-$3.01M	0.5%	43
2024 Q1	$6.22M	Sell	65,731 -13,914	-17%	-$1.32M	0.99%	26
2023 Q4	$7.68M	Buy	+79,645	New	+$7.37M	1.25%	22

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Arvest Investments's IEF Position: Q2 2026 in Review

Arvest Investments reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.6% in Q2 2026, selling an estimated $275K and leaving 183,980 shares worth $17.4M. The position accounts for 2.1% of the portfolio, ranked #13.

Arvest Investments first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.8M in Q1 2026. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Arvest Investments held 183,980 shares of iShares 7-10 Year Treasury Bond ETF worth $17.4M as of Q2 2026.
Arvest Investments sold 2,906 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $275K.
iShares 7-10 Year Treasury Bond ETF made up 2.1% of Arvest Investments's portfolio in Q2 2026, its #13 holding.
Arvest Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Arvest Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $17.8M in Q1 2026.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.