Cypress Wealth Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cypress Wealth Services’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	$555K	Buy	+5,870	New	+$556K	0.07%	217
2023 Q3	–	Sell	-10,373	Closed	-$1M	–	250
2023 Q2	$1M	Buy	10,373 +5,461	+111%	+$537K	0.26%	73
2023 Q1	$487K	Sell	4,912 -3,139	-39%	-$307K	0.14%	127
2022 Q4	$771K	Sell	8,051 -3,032	-27%	-$291K	0.25%	84
2022 Q3	$1.05M	Buy	11,083 +4,977	+82%	+$505K	0.36%	69
2022 Q2	$625K	Buy	6,106 +64	+1%	+$6.57K	0.2%	94
2022 Q1	$649K	Buy	6,042 +2,069	+52%	+$230K	0.18%	95
2021 Q4	$457K	Buy	3,973 +1,760	+80%	+$202K	0.13%	126
2021 Q3	$255K	Buy	+2,213	New	+$259K	0.08%	187

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

Cypress Wealth Services's IEF Position: Q2 2026 in Review

Cypress Wealth Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 5,870 shares worth $555K. The stake represents 0.07% of the portfolio and ranks #217 among its holdings. This is a return to the name: Cypress Wealth Services previously reported a position in IEF as recently as Q2 2023.

Cypress Wealth Services first reported a position in IEF in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.05M in Q3 2022. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Cypress Wealth Services held 5,870 shares of iShares 7-10 Year Treasury Bond ETF worth $555K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Cypress Wealth Services position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #217 holding.
Cypress Wealth Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 9 quarters since.
Cypress Wealth Services's iShares 7-10 Year Treasury Bond ETF position peaked at $1.05M in Q3 2022.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.