Empowered Funds’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Empowered Funds’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	$2.96M	Buy	+31,387	New	+$2.97M	0.02%	978
2025 Q4	–	Sell	-30,977	Closed	-$2.98M	–	1429
2025 Q3	$2.98M	Buy	30,977 +10,084	+48%	+$964K	0.03%	708
2025 Q2	$1.99M	Buy	+20,893	New	+$1.98M	0.02%	824
2024 Q1	–	Sell	-11,800	Closed	-$1.14M	–	1406
2023 Q4	$1.14M	Buy	+11,800	New	+$1.09M	0.03%	722
2022 Q4	–	Sell	-55,068	Closed	-$5.29M	–	508
2022 Q3	$5.29M	Buy	+55,068	New	+$5.59M	0.51%	45

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

Empowered Funds's IEF Position: Q2 2026 in Review

Empowered Funds opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 31,387 shares worth $2.96M. The stake represents 0.02% of the portfolio and ranks #978 among its holdings. This is a return to the name: Empowered Funds previously reported a position in IEF as recently as Q3 2025.

Empowered Funds first reported a position in IEF in Q3 2022 and has held it in 5 quarters since. The position peaked at $5.29M in Q3 2022. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Empowered Funds held 31,387 shares of iShares 7-10 Year Treasury Bond ETF worth $2.96M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Empowered Funds position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #978 holding.
Empowered Funds first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 5 quarters since.
Empowered Funds's iShares 7-10 Year Treasury Bond ETF position peaked at $5.29M in Q3 2022.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.