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EP Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

EP Wealth Advisors’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 		$4M Sell
42,249
-16,718
-28% -$1.58M 0.02% 430
2026
Q1 		$5.63M Buy
58,967
+55,864
+1,800% +$5.37M 0.03% 290
2025
Q4 		$298K Buy
+3,103
New +$300K ﹤0.01% 1140
2025
Q2 		$218K Sell
2,281
-1,704
-43% -$161K ﹤0.01% 1206
2025
Q1 		$380K Sell
3,985
-488
-11% -$45.7K ﹤0.01% 805
2024
Q4 		$414K Buy
4,473
+2,825
+171% +$267K ﹤0.01% 752
2024
Q3 		$162K Buy
+1,648
New +$159K ﹤0.01% 1087
2024
Q2 		– Sell
-2,062
Closed -$195K – 874
2024
Q1 		$195K Buy
2,062
+16
+0.8% +$1.52K ﹤0.01% 740
2023
Q4 		$197K Buy
+2,046
New +$189K ﹤0.01% 723
2022
Q2 		– Sell
-2,122
Closed -$228K – 665
2022
Q1 		$228K Sell
2,122
-3,813
-64% -$423K 0.01% 545
2021
Q4 		$683K Sell
5,935
-9,840
-62% -$1.13M 0.02% 305
2021
Q3 		$1.82M Buy
+15,775
New +$1.84M 0.05% 178
2021
Q1 		– Sell
-1,491
Closed -$179K – 502
2020
Q4 		$179K Sell
1,491
-160
-10% -$19.2K 0.01% 423
2020
Q3 		$201K Hold
1,651
– – 0.01% 348
2020
Q2 		$201K Sell
1,651
-744
-31% -$90.4K 0.01% 358
2020
Q1 		$291K Buy
+2,395
New +$276K 0.01% 313
2017
Q3 		– Sell
-20,475
Closed -$2.18M – 186
2017
Q2 		$2.18M Buy
+20,475
New +$2.19M 0.27% 56

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

EP Wealth Advisors's IEF Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 28% in Q2 2026, selling an estimated $1.58M and leaving 42,249 shares worth $4M. The position accounts for 0.02% of the portfolio, ranked #430.

EP Wealth Advisors first reported a position in IEF in Q2 2017 and has held it in 17 quarters since. The position peaked at $5.63M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • EP Wealth Advisors held 42,249 shares of iShares 7-10 Year Treasury Bond ETF worth $4M as of Q2 2026.
  • EP Wealth Advisors sold 16,718 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.58M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #430 holding.
  • EP Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 17 quarters since.
  • EP Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.63M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.