CBIZ Investment Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CBIZ Investment Advisory Services’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	$25K	Buy	262 +1	+0.4%	+$96	﹤0.01%	117
2025 Q4	$25.1K	Buy	261 +3	+1%	+$290	﹤0.01%	240
2025 Q3	$24.9K	Buy	258 +2	+0.8%	+$191	﹤0.01%	221
2025 Q2	$24.5K	Buy	256 +2	+0.8%	+$189	﹤0.01%	232
2025 Q1	$24.2K	Buy	+254	New	+$23.8K	﹤0.01%	204

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 $8.74B AUM 14.62% 1-Year Est. Return

CBIZ Investment Advisory Services's IEF Position: Q1 2026 in Review

CBIZ Investment Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.38% in Q1 2026, buying an estimated $96 and bringing the position to 262 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #117.

CBIZ Investment Advisory Services first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. The position peaked at $25.1K in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

CBIZ Investment Advisory Services held 262 shares of iShares 7-10 Year Treasury Bond ETF worth $25K as of Q1 2026.
CBIZ Investment Advisory Services bought 1 iShares 7-10 Year Treasury Bond ETF share in Q1 2026, an estimated $96.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #117 holding.
CBIZ Investment Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
CBIZ Investment Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $25.1K in Q4 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.