Center For Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Center For Asset Management’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	$1.28M	Buy	13,537 +458	+4%	+$43.3K	0.57%	51
2026 Q1	$1.25M	Buy	13,079 +3,161	+32%	+$304K	0.62%	47
2025 Q4	$954K	Buy	+9,918	New	+$960K	0.5%	54
2022 Q2	–	Sell	-2,000	Closed	-$215K	–	126
2022 Q1	$215K	Buy	2,000 +180	+10%	+$20K	0.17%	117
2021 Q4	$209K	Buy	+1,820	New	+$209K	0.15%	116
2021 Q2	–	Sell	-2,480	Closed	-$280K	–	100
2021 Q1	$280K	Buy	2,480 +330	+15%	+$38.4K	0.27%	65
2020 Q4	$258K	Buy	+2,150	New	+$259K	0.26%	67

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

Center For Asset Management's IEF Position: Q2 2026 in Review

Center For Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.5% in Q2 2026, buying an estimated $43.3K and bringing the position to 13,537 shares worth $1.28M. The position accounts for 0.57% of the portfolio, ranked #51.

Center For Asset Management first reported a position in IEF in Q4 2020 and has held it in 7 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Center For Asset Management held 13,537 shares of iShares 7-10 Year Treasury Bond ETF worth $1.28M as of Q2 2026.
Center For Asset Management bought 458 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $43.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.57% of Center For Asset Management's portfolio in Q2 2026, its #51 holding.
Center For Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 7 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.