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Clearstead Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Clearstead Advisors’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 		$831K Sell
8,789
-795
-8% -$75.2K 0.01% 603
2026
Q1 		$915K Buy
9,584
+262
+3% +$25.2K 0.01% 544
2025
Q4 		$896K Sell
9,322
-110
-1% -$10.6K 0.01% 505
2025
Q3 		$910K Sell
9,432
-1,502
-14% -$144K 0.01% 488
2025
Q2 		$1.05M Buy
10,934
+867
+9% +$82K 0.01% 429
2025
Q1 		$960K Buy
10,067
+1,288
+15% +$121K 0.01% 421
2024
Q4 		$812K Buy
8,779
+352
+4% +$33.3K 0.01% 460
2024
Q3 		$827K Buy
8,427
+18
+0.2% +$1.74K 0.01% 456
2024
Q2 		$787K Buy
8,409
+7,084
+535% +$658K 0.01% 442
2024
Q1 		$123K Buy
1,325
+1,128
+573% +$107K 0.01% 562
2023
Q4 		$19K Sell
197
-798
-80% -$73.8K ﹤0.01% 951
2023
Q3 		$91.1K Buy
+995
New +$93.8K ﹤0.01% 751
2022
Q1 		– Sell
-4,959
Closed -$570K – 1417
2021
Q4 		$570K Sell
4,959
-285
-5% -$32.8K 0.04% 243
2021
Q3 		$604K Hold
5,244
– – 0.05% 221
2021
Q2 		$606K Sell
5,244
-735
-12% -$84.1K 0.05% 205
2021
Q1 		$675K Sell
5,979
-977
-14% -$114K 0.06% 193
2020
Q4 		$834K Sell
6,956
-32,537
-82% -$3.91M 0.08% 164
2020
Q3 		$4.81M Sell
39,493
-46,313
-54% -$5.65M 0.52% 43
2020
Q2 		$10.5M Sell
85,806
-20,237
-19% -$2.46M 1.21% 16
2020
Q1 		$12.9M Buy
106,043
+7,190
+7% +$827K 1.88% 13
2019
Q4 		$10.9M Sell
98,853
-3,652
-4% -$407K 1.32% 16
2019
Q3 		$11.5M Buy
102,505
+29,338
+40% +$3.27M 1.54% 15
2019
Q2 		$8.05M Buy
+73,167
New +$7.84M 1.07% 18

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Clearstead Advisors's IEF Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.3% in Q2 2026, selling an estimated $75.2K and leaving 8,789 shares worth $831K. The position accounts for 0.01% of the portfolio, ranked #603.

Clearstead Advisors first reported a position in IEF in Q2 2019 and has held it in 23 quarters since. The position peaked at $12.9M in Q1 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Clearstead Advisors held 8,789 shares of iShares 7-10 Year Treasury Bond ETF worth $831K as of Q2 2026.
  • Clearstead Advisors sold 795 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $75.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #603 holding.
  • Clearstead Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 23 quarters since.
  • Clearstead Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $12.9M in Q1 2020.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.