AssuredPartners Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AssuredPartners Investment 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	$4.93M	Buy	52,147 +5,091	+11%	+$482K	0.48%	55
2026 Q1	$4.47M	Buy	47,056 +1,301	+3%	+$125K	0.49%	54
2025 Q4	$4.4M	Buy	45,755 +33,896	+286%	+$3.28M	0.65%	39
2025 Q3	$1.14M	Sell	11,859 -1,262	-10%	-$121K	0.25%	75
2025 Q2	$1.26M	Sell	13,121 -38,566	-75%	-$3.65M	0.31%	62
2025 Q1	$4.93M	Buy	51,687 +2,086	+4%	+$195K	0.95%	21
2024 Q4	$4.59M	Buy	+49,601	New	+$4.69M	0.89%	23

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

AssuredPartners Investment Advisors's IEF Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, buying an estimated $482K and bringing the position to 52,147 shares worth $4.93M. The position accounts for 0.48% of the portfolio, ranked #55.

AssuredPartners Investment Advisors first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

AssuredPartners Investment Advisors held 52,147 shares of iShares 7-10 Year Treasury Bond ETF worth $4.93M as of Q2 2026.
AssuredPartners Investment Advisors bought 5,091 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $482K.
iShares 7-10 Year Treasury Bond ETF made up 0.48% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #55 holding.
AssuredPartners Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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