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

CFS 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 Q2	$3.54M	Buy	+37,648	New	+$3.56M	0.24%	83
2023 Q3	–	Sell	-5,340	Closed	-$516K	–	192
2023 Q2	$516K	Buy	+5,340	New	+$525K	0.07%	160
2022 Q3	–	Sell	-5,156	Closed	-$527K	–	152
2022 Q2	$527K	Buy	+5,156	New	+$529K	0.08%	162
2021 Q4	–	Sell	-3,331	Closed	-$384K	–	217
2021 Q3	$384K	Buy	+3,331	New	+$389K	0.05%	168
2020 Q4	$930K	Buy	+7,755	New	+$933K	0.15%	124

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

CFS Investment Advisory Services's IEF Position: Q2 2026 in Review

CFS Investment Advisory Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 37,648 shares worth $3.54M. The stake represents 0.24% of the portfolio and ranks #83 among its holdings. This is a return to the name: CFS Investment Advisory Services previously reported a position in IEF as recently as Q2 2023.

CFS Investment Advisory Services first reported a position in IEF in Q4 2020 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

CFS Investment Advisory Services held 37,648 shares of iShares 7-10 Year Treasury Bond ETF worth $3.54M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new CFS Investment Advisory Services position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.24% of CFS Investment Advisory Services's portfolio in Q2 2026, its #83 holding.
CFS Investment Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 5 quarters since.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.