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

Crewe 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	$328K	Buy	3,464 +2,894	+508%	+$274K	0.02%	173
2026 Q1	$54.4K	Hold	570	–	–	﹤0.01%	367
2025 Q4	$54.8K	Hold	570	–	–	﹤0.01%	354
2025 Q3	$55K	Hold	570	–	–	0.01%	369
2025 Q2	$54.6K	Hold	570	–	–	0.01%	285
2025 Q1	$54.4K	Hold	570	–	–	0.01%	260
2024 Q4	$52.7K	Hold	570	–	–	0.01%	275
2024 Q3	$55.9K	Hold	570	–	–	0.01%	286
2024 Q2	$53.4K	Sell	570 -11	-2%	-$1.02K	0.01%	358
2024 Q1	$55K	Buy	581 +11	+2%	+$1.04K	0.01%	354
2023 Q4	$54.9K	Buy	+570	New	+$52.7K	0.01%	123
2023 Q1	–	Sell	-16	Closed	-$1.53K	–	930
2022 Q4	$1.53K	Sell	16 -1,291	-99%	-$124K	﹤0.01%	873
2022 Q3	$125K	Buy	+1,307	New	+$133K	0.02%	198
2021 Q1	–	Sell	-27	Closed	-$3K	–	470
2020 Q4	$3K	Hold	27	–	–	﹤0.01%	384
2020 Q3	$3K	Hold	27	–	–	﹤0.01%	441
2020 Q2	$3K	Hold	27	–	–	﹤0.01%	196
2020 Q1	$3K	Hold	27	–	–	﹤0.01%	162
2019 Q4	$3K	Hold	27	–	–	﹤0.01%	218
2019 Q3	$3K	Hold	27	–	–	﹤0.01%	203
2019 Q2	$3K	Hold	27	–	–	﹤0.01%	255
2019 Q1	$3K	Hold	27	–	–	﹤0.01%	209
2018 Q4	$3K	Hold	27	–	–	﹤0.01%	210
2018 Q3	$3K	Hold	27	–	–	﹤0.01%	222
2018 Q2	$3K	Hold	27	–	–	﹤0.01%	238
2018 Q1	$3K	Hold	27	–	–	﹤0.01%	249
2017 Q4	$3K	Buy	+27	New	+$2.86K	﹤0.01%	249

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

Crewe Advisors's IEF Position: Q2 2026 in Review

Crewe Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 508% in Q2 2026, buying an estimated $274K and bringing the position to 3,464 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #173.

Crewe Advisors first reported a position in IEF in Q4 2017 and has held it in 26 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Crewe Advisors held 3,464 shares of iShares 7-10 Year Treasury Bond ETF worth $328K as of Q2 2026.
Crewe Advisors bought 2,894 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $274K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Crewe Advisors's portfolio in Q2 2026, its #173 holding.
Crewe Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 26 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.