Diversify Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Diversify Advisory 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	$6.86M	Buy	+73,592	New	+$6.96M	0.11%	180
2026 Q1	–	Sell	-66,316	Closed	-$6.36M	–	514
2025 Q4	$6.36M	Sell	66,316 -3,458	-5%	-$335K	0.2%	84
2025 Q3	$6.73M	Buy	69,774 +2,021	+3%	+$193K	0.23%	72
2025 Q2	$6.46M	Buy	67,753 +59,727	+744%	+$5.65M	0.25%	67
2025 Q1	$770K	Buy	8,026 +360	+5%	+$33.7K	0.05%	266
2024 Q4	$700K	Sell	7,666 -2,377	-24%	-$225K	0.04%	294
2024 Q3	$955K	Sell	10,043 -1,244	-11%	-$120K	0.05%	260
2024 Q2	$1.06M	Sell	11,287 -1,208	-10%	-$112K	0.06%	232
2024 Q1	$1.17M	Buy	+12,495	New	+$1.18M	0.07%	221

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

Diversify Advisory Services's IEF Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 73,592 shares worth $6.86M. The stake represents 0.11% of the portfolio and ranks #180 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IEF as recently as Q4 2025.

Diversify Advisory Services first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Diversify Advisory Services held 73,592 shares of iShares 7-10 Year Treasury Bond ETF worth $6.86M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Diversify Advisory Services position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Diversify Advisory Services's portfolio in Q2 2026, its #180 holding.
Diversify Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.