Clear Creek Financial Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Clear Creek Financial 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	$334K	Sell	3,528 -102	-3%	-$9.65K	0.02%	498
2026 Q1	$346K	Buy	+3,630	New	+$349K	0.03%	473
2022 Q4	–	Sell	-5,762	Closed	-$553K	–	304
2022 Q3	$553K	Buy	+5,762	New	+$585K	0.12%	136
2022 Q2	–	Sell	-246,551	Closed	-$26.5M	–	339
2022 Q1	$26.5M	Buy	+246,551	New	+$27.4M	4.16%	3

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

Clear Creek Financial Management's IEF Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.8% in Q2 2026, selling an estimated $9.65K and leaving 3,528 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #498.

Clear Creek Financial Management first reported a position in IEF in Q1 2022 and has held it in 4 quarters since. The position peaked at $26.5M in Q1 2022. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Clear Creek Financial Management held 3,528 shares of iShares 7-10 Year Treasury Bond ETF worth $334K as of Q2 2026.
Clear Creek Financial Management sold 102 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.65K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #498 holding.
Clear Creek Financial Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 4 quarters since.
Clear Creek Financial Management's iShares 7-10 Year Treasury Bond ETF position peaked at $26.5M in Q1 2022.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.