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

Atlas Private 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 Q1	$17.4M	Buy	182,434 +4,568	+3%	+$439K	4.1%	6
2025 Q4	$17.1M	Buy	177,866 +13,444	+8%	+$1.3M	4%	6
2025 Q3	$15.9M	Buy	164,422 +7,960	+5%	+$761K	3.88%	7
2025 Q2	$15M	Sell	156,462 -18,553	-11%	-$1.75M	1.93%	19
2025 Q1	$16.7M	Sell	175,015 -222,618	-56%	-$20.8M	2.33%	14
2024 Q4	$36.8M	Buy	397,633 +6,819	+2%	+$644K	5.21%	5
2024 Q3	$38.3M	Buy	390,814 +14,264	+4%	+$1.38M	5.56%	5
2024 Q2	$35.3M	Buy	376,550 +200,991	+114%	+$18.7M	5.73%	6
2024 Q1	$16.6M	Buy	+175,559	New	+$16.6M	5.55%	6
2023 Q4	–	Sell	-59,413	Closed	-$5.44M	–	175
2023 Q3	$5.44M	Buy	59,413 +31,634	+114%	+$2.98M	1.03%	16
2023 Q2	$2.68M	Buy	27,779 +13,890	+100%	+$1.37M	0.54%	31
2023 Q1	$1.38M	Hold	13,889	–	–	0.64%	29
2022 Q4	$1.33M	Sell	13,889 -105	-0.8%	-$10.1K	0.71%	28
2022 Q3	$1.34M	Buy	13,994 +2,975	+27%	+$302K	0.81%	28
2022 Q2	$1.13M	Buy	11,019 +2,089	+23%	+$214K	0.68%	34
2022 Q1	$960K	Buy	+8,930	New	+$991K	0.43%	46

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

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

Atlas Private Wealth Advisors's IEF Position: Q1 2026 in Review

Atlas Private Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.6% in Q1 2026, buying an estimated $439K and bringing the position to 182,434 shares worth $17.4M. The position accounts for 4.1% of the portfolio, ranked #6.

Atlas Private Wealth Advisors first reported a position in IEF in Q1 2022 and has held it in 16 quarters since. The position peaked at $38.3M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Atlas Private Wealth Advisors held 182,434 shares of iShares 7-10 Year Treasury Bond ETF worth $17.4M as of Q1 2026.
Atlas Private Wealth Advisors bought 4,568 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $439K.
iShares 7-10 Year Treasury Bond ETF made up 4.1% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #6 holding.
Atlas Private Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 16 quarters since.
Atlas Private Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $38.3M in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.