Diligent Investors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Diligent Investors’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	$217K	Sell	2,294 -157	-6%	-$14.9K	0.05%	337
2026 Q1	$234K	Buy	2,451 +6	+0.2%	+$577	0.06%	312
2025 Q4	$235K	Sell	2,445 -6	-0.2%	-$581	0.06%	305
2025 Q3	$236K	Sell	2,451 -241	-9%	-$23K	0.06%	301
2025 Q2	$258K	Sell	2,692 -91	-3%	-$8.6K	0.06%	291
2025 Q1	$265K	Buy	2,783 +6	+0.2%	+$561	0.06%	299
2024 Q4	$257K	Buy	2,777 +112	+4%	+$10.6K	0.06%	307
2024 Q3	$262K	Buy	2,665 +8	+0.3%	+$773	0.06%	291
2024 Q2	$249K	Sell	2,657 -131	-5%	-$12.2K	0.06%	282
2024 Q1	$264K	Sell	2,788 -11	-0.4%	-$1.04K	0.07%	272
2023 Q4	$270K	Sell	2,799 -771	-22%	-$71.3K	0.07%	255
2023 Q3	$327K	Sell	3,570 -708	-17%	-$66.8K	0.1%	210
2023 Q2	$413K	Buy	4,278 +7	+0.2%	+$688	0.12%	179
2023 Q1	$423K	Buy	4,271 +3	+0.1%	+$293	0.13%	169
2022 Q4	$409K	Sell	4,268 -4	-0.1%	-$384	0.13%	172
2022 Q3	$410K	Buy	4,272 +16	+0.4%	+$1.62K	0.15%	155
2022 Q2	$435K	Sell	4,256 -37	-0.9%	-$3.8K	0.15%	153
2022 Q1	$461K	Buy	4,293 +94	+2%	+$10.4K	0.13%	155
2021 Q4	$483K	Buy	4,199 +126	+3%	+$14.5K	0.14%	153
2021 Q3	$470K	Hold	4,073	–	–	0.16%	136
2021 Q2	$470K	Buy	4,073 +1	+0%	+$114	0.16%	137
2021 Q1	$460K	Buy	4,072 +661	+19%	+$77K	0.17%	136
2020 Q4	$409K	Buy	3,411 +41	+1%	+$4.93K	0.16%	130
2020 Q3	$411K	Sell	3,370 -19	-0.6%	-$2.32K	0.19%	119
2020 Q2	$413K	Hold	3,389	–	–	0.2%	106
2020 Q1	$412K	Sell	3,389 -78	-2%	-$8.98K	0.25%	89
2019 Q4	$382K	Sell	3,467 -24	-0.7%	-$2.68K	0.17%	126
2019 Q3	$393K	Hold	3,491	–	–	0.19%	129
2019 Q2	$384K	Buy	+3,491	New	+$374K	0.19%	128

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

Diligent Investors's IEF Position: Q2 2026 in Review

Diligent Investors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.4% in Q2 2026, selling an estimated $14.9K and leaving 2,294 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #337.

Diligent Investors first reported a position in IEF in Q2 2019 and has held it in 29 quarters since. The position peaked at $483K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Diligent Investors held 2,294 shares of iShares 7-10 Year Treasury Bond ETF worth $217K as of Q2 2026.
Diligent Investors sold 157 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Diligent Investors's portfolio in Q2 2026, its #337 holding.
Diligent Investors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
Diligent Investors's iShares 7-10 Year Treasury Bond ETF position peaked at $483K in Q4 2021.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.