CVA Family Office’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CVA Family Office’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	$6.71K	Sell	71 -966	-93%	-$91.4K	﹤0.01%	1168
2026 Q1	$99K	Buy	1,037 +966	+1,361%	+$92.9K	0.01%	459
2025 Q4	$6.83K	Hold	71	–	–	﹤0.01%	848
2025 Q3	$6.85K	Buy	+71	New	+$6.79K	﹤0.01%	852
2024 Q3	–	Sell	-315	Closed	-$29.5K	–	1307
2024 Q2	$29.5K	Hold	315	–	–	0.01%	586
2024 Q1	$29.8K	Hold	315	–	–	0.01%	574
2023 Q4	$30.4K	Buy	+315	New	+$29.1K	0.01%	557
2023 Q3	–	Sell	-315	Closed	-$30.4K	–	568
2023 Q2	$30.4K	Hold	315	–	–	0.01%	545
2023 Q1	$31.2K	Buy	315 +160	+103%	+$15.6K	0.01%	520
2022 Q4	$14.8K	Buy	+155	New	+$14.9K	﹤0.01%	613

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

CVA Family Office's IEF Position: Q2 2026 in Review

CVA Family Office reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 93% in Q2 2026, selling an estimated $91.4K and leaving 71 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

CVA Family Office first reported a position in IEF in Q4 2022 and has held it in 10 quarters since. The position peaked at $99K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

CVA Family Office held 71 shares of iShares 7-10 Year Treasury Bond ETF worth $6.71K as of Q2 2026.
CVA Family Office sold 966 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $91.4K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1168 holding.
CVA Family Office first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
CVA Family Office's iShares 7-10 Year Treasury Bond ETF position peaked at $99K in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.