BA
IEF icon

Ballast Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ballast 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 		$138K Buy
1,450
+26
+2% +$2.5K 0.04% 135
2025
Q4 		$137K Hold
1,424
– – 0.04% 125
2025
Q3 		$137K Hold
1,424
– – 0.04% 127
2025
Q2 		$136K Buy
1,424
+664
+87% +$62.8K 0.04% 123
2025
Q1 		$72.5K Sell
760
-408
-35% -$38.2K 0.02% 133
2024
Q4 		$108K Sell
1,168
-102
-8% -$9.64K 0.03% 121
2024
Q3 		$125K Sell
1,270
-41
-3% -$3.96K 0.04% 125
2024
Q2 		$123K Sell
1,311
-220
-14% -$20.4K 0.04% 127
2024
Q1 		$145K Sell
1,531
-193
-11% -$18.3K 0.05% 125
2023
Q4 		$166K Sell
1,724
-529
-23% -$48.9K 0.06% 116
2023
Q3 		$206K Sell
2,253
-1,595
-41% -$150K 0.08% 109
2023
Q2 		$372K Sell
3,848
-29
-0.7% -$2.85K 0.14% 80
2023
Q1 		$384K Sell
3,877
-224
-5% -$21.9K 0.15% 70
2022
Q4 		$393K Sell
4,101
-273
-6% -$26.2K 0.17% 64
2022
Q3 		$420K Sell
4,374
-183
-4% -$18.6K 0.2% 56
2022
Q2 		$466K Sell
4,557
-16
-0.3% -$1.64K 0.21% 58
2022
Q1 		$491K Buy
4,573
+722
+19% +$80.1K 0.19% 60
2021
Q4 		$443K Hold
3,851
– – 0.17% 65
2021
Q3 		$444K Buy
3,851
+896
+30% +$105K 0.18% 57
2021
Q2 		$341K Hold
2,955
– – 0.14% 74
2021
Q1 		$334K Sell
2,955
-66
-2% -$7.69K 0.15% 74
2020
Q4 		$362K Sell
3,021
-534
-15% -$64.2K 0.19% 64
2020
Q3 		$433K Buy
3,555
+2,652
+294% +$324K 0.27% 50
2020
Q2 		$110K Hold
903
– – 0.08% 103
2020
Q1 		$110K Hold
903
– – 0.1% 92
2019
Q4 		$100K Buy
+903
New +$101K 0.07% 110

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 $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

Ballast Advisors's IEF Position: Q1 2026 in Review

Ballast Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.8% in Q1 2026, buying an estimated $2.5K and bringing the position to 1,450 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #135.

Ballast Advisors first reported a position in IEF in Q4 2019 and has held it in 26 quarters since. The position peaked at $491K in Q1 2022. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Ballast Advisors held 1,450 shares of iShares 7-10 Year Treasury Bond ETF worth $138K as of Q1 2026.
  • Ballast Advisors bought 26 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.5K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of Ballast Advisors's portfolio in Q1 2026, its #135 holding.
  • Ballast Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Ballast Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $491K in Q1 2022.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.