Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Envestnet Portfolio 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 		$56.3M Buy
595,640
+317,250
+114% +$30M 0.27% 62
2026
Q1 		$26.6M Buy
278,390
+44,884
+19% +$4.32M 0.15% 94
2025
Q4 		$22.5M Buy
233,506
+25,463
+12% +$2.46M 0.08% 126
2025
Q3 		$20.1M Sell
208,043
-13,876
-6% -$1.33M 0.07% 132
2025
Q2 		$21.3M Buy
221,919
+15,901
+8% +$1.5M 0.08% 127
2025
Q1 		$19.6M Sell
206,018
-178,998
-46% -$16.7M 0.08% 130
2024
Q4 		$35.6M Buy
385,016
+22,274
+6% +$2.1M 0.12% 93
2024
Q3 		$35.6M Sell
362,742
-7,026
-2% -$679K 0.12% 94
2024
Q2 		$34.6M Sell
369,768
-1,929
-0.5% -$179K 0.12% 92
2024
Q1 		$35.2M Sell
371,697
-2,934
-0.8% -$278K 0.13% 89
2023
Q4 		$36.1M Sell
374,631
-16,168
-4% -$1.5M 0.15% 85
2023
Q3 		$35.8M Buy
+390,799
New +$36.9M 0.17% 74

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Envestnet Portfolio Solutions's IEF Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 114% in Q2 2026, buying an estimated $30M and bringing the position to 595,640 shares worth $56.3M. The position accounts for 0.27% of the portfolio, ranked #62.

Envestnet Portfolio Solutions first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Envestnet Portfolio Solutions held 595,640 shares of iShares 7-10 Year Treasury Bond ETF worth $56.3M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 317,250 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $30M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.27% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #62 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.