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

Bay Colony 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 Q2	$425K	Sell	4,496 -14	-0.3%	-$1.32K	0.05%	300
2026 Q1	$430K	Sell	4,510 -117	-3%	-$11.3K	0.05%	292
2025 Q4	$445K	Buy	4,627 +137	+3%	+$13.3K	0.05%	303
2025 Q3	$433K	Buy	4,490 +481	+12%	+$46K	0.05%	314
2025 Q2	$384K	Buy	4,009 +321	+9%	+$30.4K	0.05%	297
2025 Q1	$351K	Buy	3,688 +1,048	+40%	+$98.1K	0.05%	301
2024 Q4	$244K	Buy	2,640 +16	+0.6%	+$1.51K	0.04%	379
2024 Q3	$257K	Sell	2,624 -1,074	-29%	-$104K	0.04%	354
2024 Q2	$346K	Sell	3,698 -3,609	-49%	-$335K	0.06%	269
2024 Q1	$692K	Sell	7,307 -2,679	-27%	-$254K	0.12%	172
2023 Q4	$963K	Buy	+9,986	New	+$924K	0.19%	122
2022 Q4	–	Sell	-3,708	Closed	-$356K	–	357
2022 Q3	$356K	Sell	3,708 -101	-3%	-$10.2K	0.11%	194
2022 Q2	$401K	Sell	3,809 -549	-13%	-$56.3K	0.1%	192
2022 Q1	$468K	Sell	4,358 -2,554	-37%	-$283K	0.11%	186
2021 Q4	$795K	Buy	6,912 +787	+13%	+$90.5K	0.23%	109
2021 Q3	$706K	Buy	6,125 +859	+16%	+$100K	0.23%	115
2021 Q2	$608K	Buy	5,266 +2,681	+104%	+$307K	0.2%	145
2021 Q1	$292K	Buy	+2,585	New	+$301K	0.11%	231
2020 Q3	–	Sell	-2,874	Closed	-$350K	–	256
2020 Q2	$350K	Buy	+2,874	New	+$349K	0.25%	115
2018 Q3	–	Sell	-115	Closed	-$12K	–	512
2018 Q2	$12K	Buy	+115	New	+$11.7K	0.01%	610

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

Bay Colony Advisors's IEF Position: Q2 2026 in Review

Bay Colony Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.31% in Q2 2026, selling an estimated $1.32K and leaving 4,496 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #300.

Bay Colony Advisors first reported a position in IEF in Q2 2018 and has held it in 20 quarters since. The position peaked at $963K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Bay Colony Advisors held 4,496 shares of iShares 7-10 Year Treasury Bond ETF worth $425K as of Q2 2026.
Bay Colony Advisors sold 14 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.32K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #300 holding.
Bay Colony Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and has held it in 20 quarters since.
Bay Colony Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $963K in Q4 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.