Atlas Brown’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Atlas Brown’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	$1.91M	Sell	20,199 -23	-0.1%	-$2.18K	0.51%	48
2026 Q1	$1.93M	Buy	20,222 +3,811	+23%	+$367K	0.58%	45
2025 Q4	$1.58M	Buy	16,411 +649	+4%	+$62.8K	0.47%	56
2025 Q3	$1.52M	Sell	15,762 -88	-0.6%	-$8.41K	0.45%	57
2025 Q2	$1.52M	Sell	15,850 -79	-0.5%	-$7.47K	0.49%	57
2025 Q1	$1.52M	Sell	15,929 -189	-1%	-$17.7K	0.53%	54
2024 Q4	$1.49M	Sell	16,118 -362	-2%	-$34.2K	0.51%	51
2024 Q3	$1.62M	Buy	16,480 +105	+0.6%	+$10.2K	0.56%	50
2024 Q2	$1.53M	Sell	16,375 -374	-2%	-$34.7K	0.55%	51
2024 Q1	$1.59M	Buy	16,749 +6,311	+60%	+$598K	0.58%	49
2023 Q4	$1.01M	Buy	10,438 +70	+0.7%	+$6.47K	0.42%	74
2023 Q3	$950K	Buy	10,368 +71	+0.7%	+$6.7K	0.43%	71
2023 Q2	$995K	Sell	10,297 -49	-0.5%	-$4.82K	0.44%	73
2023 Q1	$1.03M	Buy	10,346 +36	+0.3%	+$3.52K	0.47%	67
2022 Q4	$987K	Buy	10,310 +66	+0.6%	+$6.34K	0.49%	62
2022 Q3	$983K	Buy	10,244 +41	+0.4%	+$4.16K	0.5%	63
2022 Q2	$1.04M	Sell	10,203 -102	-1%	-$10.5K	0.49%	66
2022 Q1	$1.11M	Sell	10,305 -16	-0.2%	-$1.78K	0.45%	68
2021 Q4	$1.19M	Buy	10,321 +256	+3%	+$29.4K	0.46%	68
2021 Q3	$1.16M	Buy	10,065 +313	+3%	+$36.6K	0.5%	66
2021 Q2	$1.13M	Buy	9,752 +419	+4%	+$48K	0.49%	65
2021 Q1	$1.05M	Buy	9,333 +366	+4%	+$42.6K	0.5%	65
2020 Q4	$1.08M	Sell	8,967 -138	-2%	-$16.6K	0.56%	58
2020 Q3	$1.11M	Sell	9,105 -163	-2%	-$19.9K	0.66%	50
2020 Q2	$1.13M	Buy	9,268 +27	+0.3%	+$3.28K	0.72%	47
2020 Q1	$1.12M	Buy	9,241 +232	+3%	+$26.7K	0.88%	40
2019 Q4	$993K	Buy	9,009 +582	+7%	+$64.9K	0.62%	51
2019 Q3	$648K	Buy	8,427 +25	+0.3%	+$2.79K	0.46%	70
2019 Q2	$924K	Buy	8,402 +1,326	+19%	+$142K	0.64%	49
2019 Q1	$755K	Buy	7,076 +938	+15%	+$98.1K	0.53%	57
2018 Q4	$640K	Buy	6,138 +264	+4%	+$26.7K	0.49%	59
2018 Q3	$594K	Buy	5,874 +422	+8%	+$43K	0.36%	81
2018 Q2	$558K	Buy	5,452 +254	+5%	+$25.9K	0.13%	87
2018 Q1	$536K	Buy	5,198 +88	+2%	+$9.06K	0.1%	82
2017 Q4	$531K	Buy	5,110 +528	+12%	+$56K	0.09%	85
2017 Q3	$488K	Buy	4,582 +154	+3%	+$16.5K	0.1%	82
2017 Q2	$472K	Buy	4,428 +1,123	+34%	+$120K	0.41%	76
2017 Q1	$349K	Buy	+3,305	New	+$347K	0.28%	93

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

Atlas Brown's IEF Position: Q2 2026 in Review

Atlas Brown reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.11% in Q2 2026, selling an estimated $2.18K and leaving 20,199 shares worth $1.91M. The position accounts for 0.51% of the portfolio, ranked #48.

Atlas Brown first reported a position in IEF in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.93M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Atlas Brown held 20,199 shares of iShares 7-10 Year Treasury Bond ETF worth $1.91M as of Q2 2026.
Atlas Brown sold 23 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.18K.
iShares 7-10 Year Treasury Bond ETF made up 0.51% of Atlas Brown's portfolio in Q2 2026, its #48 holding.
Atlas Brown first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 38 quarters since.
Atlas Brown's iShares 7-10 Year Treasury Bond ETF position peaked at $1.93M in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.