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

Davies Financial 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 Q1	–	Sell	-4,948	Closed	-$476K	–	27
2025 Q4	$476K	Sell	4,948 -10,743	-68%	-$1.04M	0.88%	24
2025 Q3	$1.51M	Sell	15,691 -515	-3%	-$49.2K	1.23%	18
2025 Q2	$1.55M	Buy	+16,206	New	+$1.53M	1.21%	19
2024 Q3	–	Sell	-2,331	Closed	-$218K	–	76
2024 Q2	$218K	Sell	2,331 -1,817	-44%	-$169K	0.2%	68
2024 Q1	$393K	Buy	+4,148	New	+$393K	0.4%	43

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Davies Financial Advisors's IEF Position: Q1 2026 in Review

Davies Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 4,948 shares — an estimated $476K sold.

Davies Financial Advisors first reported a position in IEF in Q1 2024 and held it in 5 quarters. The position peaked at $1.55M in Q2 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Davies Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Davies Financial Advisors sold 4,948 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $476K.
Davies Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and held it in 5 quarters.
Davies Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.55M in Q2 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.