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

Avion 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	$12K	Hold	131	–	–	﹤0.01%	537
2026 Q1	$12K	Hold	131	–	–	﹤0.01%	442
2025 Q4	$12K	Hold	131	–	–	﹤0.01%	443
2025 Q3	$12K	Buy	131 +8	+7%	+$765	﹤0.01%	439
2025 Q2	$11K	Buy	123 +99	+413%	+$9.36K	﹤0.01%	443
2025 Q1	$2K	Hold	24	–	–	﹤0.01%	723
2024 Q4	$2K	Buy	+24	New	+$2.27K	﹤0.01%	720
2024 Q3	–	Sell	-32	Closed	-$2K	–	1164
2024 Q2	$2K	Hold	32	–	–	﹤0.01%	618
2024 Q1	$4K	Hold	32	–	–	﹤0.01%	502
2023 Q4	$3K	Hold	32	–	–	﹤0.01%	491
2023 Q3	$2K	Hold	32	–	–	﹤0.01%	485
2023 Q2	$3K	Hold	32	–	–	﹤0.01%	423
2023 Q1	$3K	Sell	32 -12	-27%	-$1.17K	﹤0.01%	349
2022 Q4	$4K	Hold	44	–	–	﹤0.01%	335
2022 Q3	$4K	Buy	44 +12	+38%	+$1.22K	﹤0.01%	342
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	371
2022 Q1	$3K	Hold	32	–	–	﹤0.01%	322
2021 Q4	$4K	Hold	32	–	–	﹤0.01%	299
2021 Q3	$4K	Hold	32	–	–	﹤0.01%	292
2021 Q2	$4K	Hold	32	–	–	﹤0.01%	281
2021 Q1	$4K	Hold	32	–	–	﹤0.01%	278
2020 Q4	$4K	Hold	32	–	–	﹤0.01%	289
2020 Q3	$4K	Hold	32	–	–	﹤0.01%	243
2020 Q2	$4K	Hold	32	–	–	﹤0.01%	212
2020 Q1	$4K	Buy	+32	New	+$3.68K	﹤0.01%	224

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

Avion Wealth's IEF Position: Q2 2026 in Review

Avion Wealth held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 131 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Avion Wealth first reported a position in IEF in Q1 2020 and has held it in 25 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Avion Wealth held 131 shares of iShares 7-10 Year Treasury Bond ETF worth $12K as of Q2 2026.
Avion Wealth left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #537 holding.
Avion Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 25 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.