Center for Financial Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Center for Financial Planning’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	$131K	Sell	1,390 -100	-7%	-$9.46K	0.01%	212
2026 Q1	$142K	Hold	1,490	–	–	0.01%	193
2025 Q4	$143K	Hold	1,490	–	–	0.01%	194
2025 Q3	$144K	Hold	1,490	–	–	0.02%	192
2025 Q2	$143K	Hold	1,490	–	–	0.02%	185
2025 Q1	$142K	Buy	+1,490	New	+$139K	0.02%	178
2020 Q2	–	Sell	-25	Closed	-$3K	–	507
2020 Q1	$3K	Buy	+25	New	+$2.88K	﹤0.01%	463

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 Financial Planning's IEF Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.7% in Q2 2026, selling an estimated $9.46K and leaving 1,390 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #212.

Center for Financial Planning first reported a position in IEF in Q1 2020 and has held it in 7 quarters since. The position peaked at $144K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Center for Financial Planning held 1,390 shares of iShares 7-10 Year Treasury Bond ETF worth $131K as of Q2 2026.
Center for Financial Planning sold 100 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.46K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #212 holding.
Center for Financial Planning first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 7 quarters since.
Center for Financial Planning's iShares 7-10 Year Treasury Bond ETF position peaked at $144K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.