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 Q2	$241K	Buy	2,544 +42	+2%	+$3.98K	0.02%	426
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 $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

Continuum Advisory's IEF Position: Q2 2026 in Review

Continuum Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.7% in Q2 2026, buying an estimated $3.98K and bringing the position to 2,544 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #426.

Continuum Advisory first reported a position in IEF in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.21M in Q1 2023. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Continuum Advisory held 2,544 shares of iShares 7-10 Year Treasury Bond ETF worth $241K as of Q2 2026.
Continuum Advisory bought 42 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.98K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #426 holding.
Continuum Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 21 quarters since.
Continuum Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $8.21M in Q1 2023.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.