Columbia Advisory Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Columbia Advisory Partners’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 Q1	–	Sell	-8,304	Closed	-$799K	–	101
2025 Q4	$799K	Buy	+8,304	New	+$804K	0.54%	31
2023 Q2	–	Sell	-35,597	Closed	-$3.53M	–	59
2023 Q1	$3.53M	Buy	35,597 +29,779	+512%	+$2.91M	3.33%	7
2022 Q4	$557K	Buy	+5,818	New	+$559K	0.53%	25

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Columbia Advisory Partners's IEF Position: Q1 2026 in Review

Columbia Advisory Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 8,304 shares — an estimated $799K sold.

Columbia Advisory Partners first reported a position in IEF in Q4 2022 and held it in 3 quarters. The position peaked at $3.53M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Columbia Advisory Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Columbia Advisory Partners sold 8,304 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $799K.
Columbia Advisory Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
Columbia Advisory Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.53M in Q1 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.