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

DHJJ 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 		$287 Hold
3
– – ﹤0.01% 957
2025
Q4 		$289 Buy
+3
New +$290 ﹤0.01% 920

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

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

DHJJ Financial Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 3 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #957.

DHJJ Financial Advisors first reported a position in IEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $289 in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • DHJJ Financial Advisors held 3 shares of iShares 7-10 Year Treasury Bond ETF worth $287 as of Q1 2026.
  • DHJJ Financial Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #957 holding.
  • DHJJ Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • DHJJ Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $289 in Q4 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.