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

Cardiff Park 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	$23.1K	Sell	242 -1,480	-86%	-$142K	﹤0.01%	345
2025 Q4	$166K	Hold	1,722	–	–	0.01%	280
2025 Q3	$166K	Buy	1,722 +242	+16%	+$23.1K	0.01%	296
2025 Q2	$142K	Hold	1,480	–	–	0.01%	277
2025 Q1	$141K	Hold	1,480	–	–	0.01%	274
2024 Q4	$137K	Hold	1,480	–	–	0.01%	270
2024 Q3	$145K	Hold	1,480	–	–	0.01%	267
2024 Q2	$139K	Hold	1,480	–	–	0.01%	257
2024 Q1	$140K	Hold	1,480	–	–	0.01%	275
2023 Q4	$143K	Hold	1,480	–	–	0.02%	248
2023 Q3	$136K	Hold	1,480	–	–	0.02%	230
2023 Q2	$143K	Hold	1,480	–	–	0.02%	241
2023 Q1	$147K	Hold	1,480	–	–	0.02%	237
2022 Q4	$142K	Hold	1,480	–	–	0.02%	244
2022 Q3	$142K	Hold	1,480	–	–	0.02%	245
2022 Q2	$151K	Sell	1,480 -230	-13%	-$23.6K	0.02%	247
2022 Q1	$184K	Hold	1,710	–	–	0.03%	237
2021 Q4	$197K	Buy	+1,710	New	+$197K	0.03%	239

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

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

Cardiff Park Advisors's IEF Position: Q1 2026 in Review

Cardiff Park Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 86% in Q1 2026, selling an estimated $142K and leaving 242 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Cardiff Park Advisors first reported a position in IEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $197K in Q4 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Cardiff Park Advisors held 242 shares of iShares 7-10 Year Treasury Bond ETF worth $23.1K as of Q1 2026.
Cardiff Park Advisors sold 1,480 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $142K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #345 holding.
Cardiff Park Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $197K in Q4 2021.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.