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

Clearstead Trust’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	$9.36K	Hold	99	–	–	﹤0.01%	639
2026 Q1	$9.45K	Hold	99	–	–	﹤0.01%	596
2025 Q4	$9.52K	Sell	99 -330	-77%	-$31.9K	﹤0.01%	601
2025 Q3	$41.4K	Hold	429	–	–	0.01%	333
2025 Q2	$41.1K	Hold	429	–	–	0.01%	333
2025 Q1	$40.9K	Buy	429 +24	+6%	+$2.25K	0.01%	293
2024 Q4	$37.4K	Sell	405 -107	-21%	-$10.1K	0.01%	277
2024 Q3	$50.2K	Buy	512 +330	+181%	+$31.9K	0.01%	243
2024 Q2	$17K	Hold	182	–	–	﹤0.01%	324
2024 Q1	$17.2K	Hold	182	–	–	﹤0.01%	321
2023 Q4	$17.5K	Sell	182 -813	-82%	-$75.2K	﹤0.01%	301
2023 Q3	$91.1K	Hold	995	–	–	0.03%	180
2023 Q2	$96.1K	Buy	995 +361	+57%	+$35.5K	0.03%	181
2023 Q1	$62.8K	Hold	634	–	–	0.02%	204
2022 Q4	$61K	Buy	634 +263	+71%	+$25.3K	0.02%	221
2022 Q3	$36K	Buy	+371	New	+$37.6K	0.01%	224

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

Clearstead Trust's IEF Position: Q2 2026 in Review

Clearstead Trust held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 99 shares worth $9.36K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Clearstead Trust first reported a position in IEF in Q3 2022 and has held it in 16 quarters since. The position peaked at $96.1K in Q2 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Clearstead Trust held 99 shares of iShares 7-10 Year Treasury Bond ETF worth $9.36K as of Q2 2026.
Clearstead Trust left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #639 holding.
Clearstead Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Clearstead Trust's iShares 7-10 Year Treasury Bond ETF position peaked at $96.1K in Q2 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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