Cardinal Strategic Wealth Guidance’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cardinal Strategic Wealth Guidance’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	–	Sell	-107	Closed	-$10.2K	–	69
2026 Q1	$10.2K	Buy	+107	New	+$10.3K	﹤0.01%	58
2022 Q4	–	Sell	-85	Closed	-$8K	–	93
2022 Q3	$8K	Buy	85 +5	+6%	+$507	﹤0.01%	72
2022 Q2	$8K	Sell	80 -4,521	-98%	-$464K	﹤0.01%	81
2022 Q1	$494K	Sell	4,601 -5,418	-54%	-$601K	0.23%	48
2021 Q4	$1.15M	Buy	10,019 +2,363	+31%	+$272K	0.54%	29
2021 Q3	$882K	Buy	+7,656	New	+$895K	0.46%	32

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

Cardinal Strategic Wealth Guidance's IEF Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 107 shares — an estimated $10.2K sold.

Cardinal Strategic Wealth Guidance first reported a position in IEF in Q3 2021 and held it in 6 quarters. The position peaked at $1.15M in Q4 2021. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Cardinal Strategic Wealth Guidance reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 107 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.2K.
Cardinal Strategic Wealth Guidance first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and held it in 6 quarters.
Cardinal Strategic Wealth Guidance's iShares 7-10 Year Treasury Bond ETF position peaked at $1.15M in Q4 2021.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.