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

Cambridge 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	$621K	Hold	6,571	–	–	0.11%	111
2026 Q1	$627K	Hold	6,571	–	–	0.12%	108
2025 Q4	$632K	Hold	6,571	–	–	0.12%	111
2025 Q3	$634K	Sell	6,571 -100	-1%	-$9.56K	0.12%	106
2025 Q2	$639K	Hold	6,671	–	–	0.13%	105
2025 Q1	$636K	Hold	6,671	–	–	0.14%	103
2024 Q4	$617K	Hold	6,671	–	–	0.14%	103
2024 Q3	$655K	Hold	6,671	–	–	0.14%	103
2024 Q2	$625K	Hold	6,671	–	–	0.15%	106
2024 Q1	$631K	Hold	6,671	–	–	0.15%	99
2023 Q4	$643K	Sell	6,671 -200	-3%	-$18.5K	0.16%	94
2023 Q3	$629K	Hold	6,871	–	–	0.17%	92
2023 Q2	$664K	Hold	6,871	–	–	0.17%	91
2023 Q1	$681K	Hold	6,871	–	–	0.17%	96
2022 Q4	$658K	Sell	6,871 -400	-6%	-$38.4K	0.18%	95
2022 Q3	$698K	Sell	7,271 -250	-3%	-$25.4K	0.2%	83
2022 Q2	$769K	Buy	7,521 +250	+3%	+$25.7K	0.21%	79
2022 Q1	$781K	Sell	7,271 -274	-4%	-$30.4K	0.19%	89
2021 Q4	$868K	Sell	7,545 -526	-7%	-$60.5K	0.2%	84
2021 Q3	$930K	Hold	8,071	–	–	0.23%	76
2021 Q2	$932K	Hold	8,071	–	–	0.23%	77
2021 Q1	$911K	Hold	8,071	–	–	0.23%	74
2020 Q4	$968K	Hold	8,071	–	–	0.26%	69
2020 Q3	$983K	Sell	8,071 -275	-3%	-$33.5K	0.29%	61
2020 Q2	$1.02M	Hold	8,346	–	–	0.32%	56
2020 Q1	$1.01M	Sell	8,346 -240	-3%	-$27.6K	0.37%	48
2019 Q4	$946K	Sell	8,586 -3	-0%	-$334	0.29%	66
2019 Q3	$966K	Hold	8,589	–	–	0.32%	56
2019 Q2	$945K	Hold	8,589	–	–	0.31%	56
2019 Q1	$916K	Hold	8,589	–	–	0.31%	57
2018 Q4	$895K	Hold	8,589	–	–	0.33%	57
2018 Q3	$869K	Sell	8,589 -320	-4%	-$32.6K	0.29%	62
2018 Q2	$913K	Hold	8,909	–	–	0.32%	58
2018 Q1	$919K	Hold	8,909	–	–	0.33%	59
2017 Q4	$941K	Hold	8,909	–	–	0.34%	57
2017 Q3	$949K	Hold	8,909	–	–	0.36%	51
2017 Q2	$950K	Hold	8,909	–	–	0.38%	52
2017 Q1	$941K	Hold	8,909	–	–	0.39%	53
2016 Q4	$934K	Sell	8,909 -300	-3%	-$32.2K	0.41%	55
2016 Q3	$1.03M	Sell	9,209 -112	-1%	-$12.6K	0.46%	46
2016 Q2	$1.05M	Hold	9,321	–	–	0.48%	46
2016 Q1	$1.03M	Hold	9,321	–	–	0.48%	46
2015 Q4	$984K	Hold	9,321	–	–	0.56%	47
2015 Q3	$1M	Sell	9,321 -540	-5%	-$57.4K	0.59%	44
2015 Q2	$1.04M	Buy	9,861 +580	+6%	+$61.8K	0.58%	45
2015 Q1	$1.01M	Buy	9,281 +390	+4%	+$42.1K	0.58%	49
2014 Q4	$942K	Buy	+8,891	New	+$938K	0.58%	51

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Advisors's IEF Position: Q2 2026 in Review

Cambridge Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 6,571 shares worth $621K. The position accounts for 0.11% of the portfolio, ranked #111.

Cambridge Advisors first reported a position in IEF in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.05M in Q2 2016. 268 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Cambridge Advisors held 6,571 shares of iShares 7-10 Year Treasury Bond ETF worth $621K as of Q2 2026.
Cambridge Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Cambridge Advisors's portfolio in Q2 2026, its #111 holding.
Cambridge Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 47 quarters since.
Cambridge Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.05M in Q2 2016.
268 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.