Blalock Williams’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Blalock Williams’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	$293K	Sell	3,099 -1,716	-36%	-$162K	0.19%	112
2026 Q1	$460K	Buy	4,815 +388	+9%	+$37.3K	0.36%	70
2025 Q4	$426K	Sell	4,427 -189	-4%	-$18.3K	0.34%	67
2025 Q3	$445K	Buy	4,616 +47	+1%	+$4.49K	0.39%	65
2025 Q2	$438K	Buy	4,569 +71	+2%	+$6.71K	0.44%	62
2025 Q1	$429K	Buy	4,498 +75	+2%	+$7.02K	0.48%	60
2024 Q4	$409K	Buy	+4,423	New	+$418K	0.48%	55

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 22.9% 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

Blalock Williams's IEF Position: Q2 2026 in Review

Blalock Williams reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 36% in Q2 2026, selling an estimated $162K and leaving 3,099 shares worth $293K. The position accounts for 0.19% of the portfolio, ranked #112.

Blalock Williams first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $460K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Blalock Williams held 3,099 shares of iShares 7-10 Year Treasury Bond ETF worth $293K as of Q2 2026.
Blalock Williams sold 1,716 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $162K.
iShares 7-10 Year Treasury Bond ETF made up 0.19% of Blalock Williams's portfolio in Q2 2026, its #112 holding.
Blalock Williams first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Blalock Williams's iShares 7-10 Year Treasury Bond ETF position peaked at $460K in Q1 2026.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.