Atomi Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Atomi Financial Group’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	$5.73M	Sell	60,587 -768	-1%	-$72.7K	0.15%	123
2026 Q1	$5.86M	Sell	61,355 -1,880	-3%	-$181K	0.18%	104
2025 Q4	$6.08M	Buy	63,235 +1,700	+3%	+$165K	0.18%	96
2025 Q3	$5.94M	Buy	61,535 +3,671	+6%	+$351K	0.19%	95
2025 Q2	$5.54M	Buy	57,864 +4,779	+9%	+$452K	0.21%	84
2025 Q1	$5.06M	Sell	53,085 -2,043	-4%	-$191K	0.23%	87
2024 Q4	$5.1M	Buy	55,128 +147	+0.3%	+$13.9K	0.26%	77
2024 Q3	$5.39M	Buy	54,981 +5,213	+10%	+$504K	0.34%	58
2024 Q2	$4.66M	Buy	49,768 +43,499	+694%	+$4.04M	0.35%	63
2024 Q1	$593K	Buy	+6,269	New	+$594K	0.05%	296

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

Atomi Financial Group's IEF Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.3% in Q2 2026, selling an estimated $72.7K and leaving 60,587 shares worth $5.73M. The position accounts for 0.15% of the portfolio, ranked #123.

Atomi Financial Group first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.08M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Atomi Financial Group held 60,587 shares of iShares 7-10 Year Treasury Bond ETF worth $5.73M as of Q2 2026.
Atomi Financial Group sold 768 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $72.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Atomi Financial Group's portfolio in Q2 2026, its #123 holding.
Atomi Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Atomi Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $6.08M in Q4 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.