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

Compass Ion 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 		$278K Buy
2,940
+7
+0.2% +$662 0.02% 250
2026
Q1 		$280K Sell
2,933
-83
-3% -$7.98K 0.03% 230
2025
Q4 		$290K Buy
3,016
+1
+0% +$97 0.03% 223
2025
Q3 		$291K Hold
3,015
– – 0.03% 228
2025
Q2 		$289K Buy
+3,015
New +$285K 0.03% 220

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

Compass Ion Advisors's IEF Position: Q2 2026 in Review

Compass Ion Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.24% in Q2 2026, buying an estimated $662 and bringing the position to 2,940 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #250.

Compass Ion Advisors first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $291K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Compass Ion Advisors held 2,940 shares of iShares 7-10 Year Treasury Bond ETF worth $278K as of Q2 2026.
  • Compass Ion Advisors bought 7 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $662.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Compass Ion Advisors's portfolio in Q2 2026, its #250 holding.
  • Compass Ion Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Compass Ion Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $291K in Q3 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Compass Ion Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.