Avantra Family Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Avantra Family Wealth’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	$200K	Buy	+2,116	New	+$200K	0.13%	165

Other funds holding IEF

BTI

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Avantra Family Wealth's IEF Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 2,116 shares worth $200K. The stake represents 0.13% of the portfolio and ranks #165 among its holdings.

542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Avantra Family Wealth held 2,116 shares of iShares 7-10 Year Treasury Bond ETF worth $200K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Avantra Family Wealth position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Avantra Family Wealth's portfolio in Q2 2026, its #165 holding.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.