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Dynamic Advisor Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Dynamic Advisor Solutions’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 		$219K Sell
2,313
-359
-13% -$34K 0.01% 970
2026
Q1 		$255K Buy
2,672
+333
+14% +$32K 0.01% 857
2025
Q4 		$225K Buy
+2,339
New +$226K 0.01% 869
2024
Q4 		– Sell
-2,621
Closed -$257K – 733
2024
Q3 		$257K Sell
2,621
-4,929
-65% -$477K 0.01% 812
2024
Q2 		$707K Buy
+7,550
New +$701K 0.02% 535
2023
Q4 		– Sell
-5,818
Closed -$533K – 915
2023
Q3 		$533K Sell
5,818
-18,315
-76% -$1.73M 0.03% 502
2023
Q2 		$2.33M Buy
24,133
+680
+3% +$66.8K 0.12% 198
2023
Q1 		$2.32M Buy
23,453
+579
+3% +$56.6K 0.14% 192
2022
Q4 		$2.19M Sell
22,874
-9,988
-30% -$959K 0.15% 162
2022
Q3 		$3.15M Buy
32,862
+8,637
+36% +$876K 0.24% 96
2022
Q2 		$2.48M Sell
24,225
-23,561
-49% -$2.42M 0.19% 129
2022
Q1 		$5.14M Buy
47,786
+44,166
+1,220% +$4.9M 0.36% 63
2021
Q4 		$416K Buy
+3,620
New +$416K 0.03% 481
2021
Q2 		– Sell
-2,250
Closed -$254K – 779
2021
Q1 		$254K Buy
2,250
+63
+3% +$7.34K 0.02% 543
2020
Q4 		$262K Sell
2,187
-373
-15% -$44.9K 0.02% 525
2020
Q3 		$312K Sell
2,560
-179
-7% -$21.8K 0.04% 424
2020
Q2 		$334K Buy
2,739
+1,029
+60% +$125K 0.05% 367
2020
Q1 		$208K Buy
+1,710
New +$197K 0.04% 402

Other funds holding IEF

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Dynamic Advisor Solutions's IEF Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q2 2026, selling an estimated $34K and leaving 2,313 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #970.

Dynamic Advisor Solutions first reported a position in IEF in Q1 2020 and has held it in 18 quarters since. The position peaked at $5.14M in Q1 2022. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Dynamic Advisor Solutions held 2,313 shares of iShares 7-10 Year Treasury Bond ETF worth $219K as of Q2 2026.
  • Dynamic Advisor Solutions sold 359 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $34K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #970 holding.
  • Dynamic Advisor Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 18 quarters since.
  • Dynamic Advisor Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $5.14M in Q1 2022.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.