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Ausdal Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ausdal Financial Partners’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 		$1.62M Buy
16,939
+1,589
+10% +$153K 0.07% 269
2025
Q4 		$1.48M Buy
15,350
+3,522
+30% +$341K 0.07% 275
2025
Q3 		$1.14M Buy
11,828
+7,125
+151% +$681K 0.06% 331
2025
Q2 		$450K Buy
4,703
+329
+8% +$31.1K 0.03% 451
2025
Q1 		$417K Sell
4,374
-636,336
-99% -$59.5M 0.03% 425
2024
Q4 		$59.2M Buy
640,710
+622,224
+3,366% +$58.8M 5.12% 1
2024
Q3 		$1.81M Buy
18,486
+15,942
+627% +$1.54M 0.19% 118
2024
Q2 		$238K Sell
2,544
-217
-8% -$20.2K 0.03% 439
2024
Q1 		$261K Sell
2,761
-29,857
-92% -$2.83M 0.03% 396
2023
Q4 		$3.14M Sell
32,618
-1,546
-5% -$143K 0.39% 59
2023
Q3 		$3.13M Sell
34,164
-1,157
-3% -$109K 0.43% 55
2023
Q2 		$3.41M Buy
35,321
+1,175
+3% +$116K 0.46% 49
2023
Q1 		$3.38M Buy
34,146
+10,014
+41% +$979K 0.47% 43
2022
Q4 		$2.31M Buy
24,132
+760
+3% +$73K 0.34% 73
2022
Q3 		$2.24M Buy
23,372
+532
+2% +$54K 0.35% 67
2022
Q2 		$2.34M Buy
22,840
+270
+1% +$27.7K 0.35% 82
2022
Q1 		$2.43M Buy
+22,570
New +$2.5M 0.33% 81
2021
Q4 		– Sell
-2,680
Closed -$309K – 503
2021
Q3 		$309K Sell
2,680
-10,860
-80% -$1.27M 0.05% 354
2021
Q2 		$1.56M Buy
13,540
+11,056
+445% +$1.27M 0.24% 123
2021
Q1 		$281K Sell
2,484
-215
-8% -$25K 0.05% 351
2020
Q4 		$324K Buy
2,699
+899
+50% +$108K 0.06% 299
2020
Q3 		$219K Sell
1,800
-10
-0.6% -$1.22K 0.05% 317
2020
Q2 		$221K Sell
1,810
-3,564
-66% -$433K 0.07% 252
2020
Q1 		$656K Buy
+5,374
New +$618K 0.23% 113
2019
Q2 		– Sell
-3,888
Closed -$415K – 307
2019
Q1 		$415K Buy
+3,888
New +$407K 0.17% 157
2018
Q3 		– Sell
-4,837
Closed -$496K – 433
2018
Q2 		$496K Sell
4,837
-6,288
-57% -$640K 0.15% 193
2018
Q1 		$1.15M Buy
11,125
+1,857
+20% +$191K 0.4% 69
2017
Q4 		$978K Sell
9,268
-2,023
-18% -$215K 0.35% 82
2017
Q3 		$1.2M Sell
11,291
-1,325
-11% -$142K 0.48% 53
2017
Q2 		$1.34M Buy
12,616
+2,286
+22% +$244K 0.57% 41
2017
Q1 		$1.09M Buy
10,330
+7,939
+332% +$834K 0.49% 55
2016
Q4 		$251K Buy
+2,391
New +$257K 0.12% 200
2016
Q2 		– Sell
-2,005
Closed -$221K – 265
2016
Q1 		$221K Sell
2,005
-718
-26% -$78.3K 0.13% 189
2015
Q4 		$288K Buy
+2,723
New +$290K 0.15% 160

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Ausdal Financial Partners's IEF Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q1 2026, buying an estimated $153K and bringing the position to 16,939 shares worth $1.62M. The position accounts for 0.07% of the portfolio, ranked #269.

Ausdal Financial Partners first reported a position in IEF in Q4 2015 and has held it in 34 quarters since. The position peaked at $59.2M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Ausdal Financial Partners held 16,939 shares of iShares 7-10 Year Treasury Bond ETF worth $1.62M as of Q1 2026.
  • Ausdal Financial Partners bought 1,589 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $153K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Ausdal Financial Partners's portfolio in Q1 2026, its #269 holding.
  • Ausdal Financial Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 34 quarters since.
  • Ausdal Financial Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $59.2M in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.