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

Camarda Financial 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	$296K	Sell	3,130 -9,131	-74%	-$864K	0.09%	105
2026 Q1	$1.17M	Sell	12,261 -45	-0.4%	-$4.33K	0.62%	65
2025 Q4	$1.18M	Sell	12,306 -793	-6%	-$76.7K	0.45%	71
2025 Q3	$1.26M	Buy	13,099 +348	+3%	+$33.3K	0.47%	67
2025 Q2	$1.22M	Buy	12,751 +913	+8%	+$86.3K	0.48%	64
2025 Q1	$1.13M	Buy	11,838 +1,539	+15%	+$144K	0.51%	56
2024 Q4	$952K	Sell	10,299 -8,433	-45%	-$797K	0.36%	64
2024 Q3	$1.84M	Buy	18,732 +12,675	+209%	+$1.23M	0.69%	50
2024 Q2	$567K	Buy	+6,057	New	+$563K	0.22%	63
2023 Q3	–	Sell	-19,449	Closed	-$1.88M	–	71
2023 Q2	$1.88M	Buy	19,449 +451	+2%	+$44.3K	0.94%	25
2023 Q1	$1.88M	Buy	18,998 +769	+4%	+$75.2K	1.41%	12
2022 Q4	$1.75M	Buy	+18,229	New	+$1.75M	1.76%	21
2019 Q1	–	Sell	-216	Closed	-$23K	–	547
2018 Q4	$23K	Buy	+216	New	+$21.9K	0.03%	110

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

Camarda Financial Advisors's IEF Position: Q2 2026 in Review

Camarda Financial Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 74% in Q2 2026, selling an estimated $864K and leaving 3,130 shares worth $296K. The position accounts for 0.09% of the portfolio, ranked #105.

Camarda Financial Advisors first reported a position in IEF in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.88M in Q1 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Camarda Financial Advisors held 3,130 shares of iShares 7-10 Year Treasury Bond ETF worth $296K as of Q2 2026.
Camarda Financial Advisors sold 9,131 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $864K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Camarda Financial Advisors's portfolio in Q2 2026, its #105 holding.
Camarda Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 13 quarters since.
Camarda Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.88M in Q1 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Camarda Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.