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

Continuum Advisory’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	$239K	Sell	2,502 -3,050	-55%	-$293K	0.02%	407
2025 Q4	$534K	Sell	5,552 -998	-15%	-$96.6K	0.05%	268
2025 Q3	$632K	Sell	6,550 -7,043	-52%	-$673K	0.07%	242
2025 Q2	$1.3M	Sell	13,593 -367	-3%	-$34.7K	0.16%	133
2025 Q1	$1.33M	Buy	13,960 +380	+3%	+$35.6K	0.17%	124
2024 Q4	$1.26M	Buy	13,580 +138	+1%	+$13K	0.16%	126
2024 Q3	$1.25M	Buy	13,442 +2,250	+20%	+$218K	0.16%	133
2024 Q2	$1.05M	Sell	11,192 -119	-1%	-$11.1K	0.15%	145
2024 Q1	$1.05M	Sell	11,311 -28	-0.2%	-$2.65K	0.16%	146
2023 Q4	$1.09M	Sell	11,339 -949	-8%	-$87.8K	0.16%	162
2023 Q3	$1.13M	Buy	12,288 +155	+1%	+$14.6K	0.18%	151
2023 Q2	$1.17M	Sell	12,133 -70,680	-85%	-$6.95M	0.19%	143
2023 Q1	$8.21M	Buy	82,813 +75,398	+1,017%	+$7.37M	1.39%	9
2022 Q4	$710K	Sell	7,415 -10,519	-59%	-$1.01M	0.13%	193
2022 Q3	$1.72M	Buy	17,934 +10,260	+134%	+$1.04M	0.3%	79
2022 Q2	$785K	Buy	7,674 +240	+3%	+$24.6K	0.14%	176
2022 Q1	$764K	Buy	7,434 +2,935	+65%	+$326K	0.15%	174
2021 Q4	$517K	Buy	4,499 +521	+13%	+$59.9K	0.12%	180
2021 Q3	$458K	Buy	3,978 +2,092	+111%	+$245K	0.12%	173
2021 Q2	$218K	Buy	+1,886	New	+$216K	0.07%	251

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

Continuum Advisory's IEF Position: Q1 2026 in Review

Continuum Advisory reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 55% in Q1 2026, selling an estimated $293K and leaving 2,502 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #407.

Continuum Advisory first reported a position in IEF in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.21M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Continuum Advisory held 2,502 shares of iShares 7-10 Year Treasury Bond ETF worth $239K as of Q1 2026.
Continuum Advisory sold 3,050 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $293K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #407 holding.
Continuum Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 20 quarters since.
Continuum Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $8.21M 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 Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.