Creative Financial Designs’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Creative Financial Designs’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	$423K	Sell	4,469 -2,529	-36%	-$239K	0.02%	440
2026 Q1	$668K	Buy	6,998 +2,130	+44%	+$205K	0.04%	289
2025 Q4	$468K	Sell	4,868 -637	-12%	-$61.6K	0.03%	335
2025 Q3	$531K	Buy	5,505 +2,240	+69%	+$214K	0.04%	317
2025 Q2	$313K	Buy	3,265 +752	+30%	+$71.1K	0.02%	394
2025 Q1	$240K	Sell	2,513 -5	-0.2%	-$468	0.02%	403
2024 Q4	$233K	Buy	2,518 +338	+16%	+$31.9K	0.02%	411
2024 Q3	$214K	Buy	2,180 +861	+65%	+$83.2K	0.02%	432
2024 Q2	$124K	Buy	1,319 +223	+20%	+$20.7K	0.01%	537
2024 Q1	$104K	Sell	1,096 -252	-19%	-$23.9K	0.01%	562
2023 Q4	$130K	Sell	1,348 -587	-30%	-$54.3K	0.01%	483
2023 Q3	$177K	Buy	1,935 +613	+46%	+$57.8K	0.02%	358
2023 Q2	$128K	Sell	1,322 -510	-28%	-$50.1K	0.02%	433
2023 Q1	$182K	Sell	1,832 -1,170	-39%	-$114K	0.02%	344
2022 Q4	$288K	Buy	3,002 +2,054	+217%	+$197K	0.04%	269
2022 Q3	$91K	Sell	948 -60	-6%	-$6.09K	0.01%	450
2022 Q2	$103K	Buy	1,008 +353	+54%	+$36.2K	0.02%	433
2022 Q1	$70K	Sell	655 -76	-10%	-$8.43K	0.01%	489
2021 Q4	$84K	Buy	731 +200	+38%	+$23K	0.01%	469
2021 Q3	$61K	Buy	531 +154	+41%	+$18K	0.01%	559
2021 Q2	$44K	Buy	377 +131	+53%	+$15K	0.01%	639
2021 Q1	$28K	Sell	246 -2,259	-90%	-$263K	0.01%	702
2020 Q4	$300K	Buy	2,505 +628	+33%	+$75.6K	0.06%	213
2020 Q3	$229K	Buy	1,877 +1,278	+213%	+$156K	0.06%	223
2020 Q2	$73K	Buy	+599	New	+$72.8K	0.02%	350
2018 Q2	–	Sell	-29	Closed	-$3K	–	766
2018 Q1	$3K	Hold	29	–	–	﹤0.01%	560
2017 Q4	$3K	Sell	29 -31	-52%	-$3.29K	﹤0.01%	556
2017 Q3	$6K	Sell	60 -3	-5%	-$321	﹤0.01%	476
2017 Q2	$7K	Buy	63 +31	+97%	+$3.31K	﹤0.01%	465
2017 Q1	$3K	Sell	32 -217	-87%	-$22.8K	﹤0.01%	553
2016 Q4	$26K	Buy	+249	New	+$26.7K	0.02%	287

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 22.9% 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

Creative Financial Designs's IEF Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 36% in Q2 2026, selling an estimated $239K and leaving 4,469 shares worth $423K. The position accounts for 0.02% of the portfolio, ranked #440.

Creative Financial Designs first reported a position in IEF in Q4 2016 and has held it in 31 quarters since. The position peaked at $668K in Q1 2026. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Creative Financial Designs held 4,469 shares of iShares 7-10 Year Treasury Bond ETF worth $423K as of Q2 2026.
Creative Financial Designs sold 2,529 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $239K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #440 holding.
Creative Financial Designs first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2016 and has held it in 31 quarters since.
Creative Financial Designs's iShares 7-10 Year Treasury Bond ETF position peaked at $668K in Q1 2026.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.