Ethos Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ethos Financial Group’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 Q1	$1.31M	Sell	13,729 -658	-5%	-$63.3K	0.1%	174
2025 Q4	$1.38M	Sell	14,387 -698	-5%	-$67.5K	0.1%	168
2025 Q3	$1.46M	Sell	15,085 -4,182	-22%	-$400K	0.11%	147
2025 Q2	$1.85M	Sell	19,267 -6,910	-26%	-$653K	0.16%	125
2025 Q1	$2.5M	Sell	26,177 -26,274	-50%	-$2.46M	0.24%	100
2024 Q4	$4.85M	Buy	+52,451	New	+$4.96M	0.63%	48
2024 Q1	–	Sell	-5,690	Closed	-$548K	–	293
2023 Q4	$548K	Buy	+5,690	New	+$526K	0.12%	135

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ethos Financial Group's IEF Position: Q1 2026 in Review

Ethos Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.6% in Q1 2026, selling an estimated $63.3K and leaving 13,729 shares worth $1.31M. The position accounts for 0.1% of the portfolio, ranked #174.

Ethos Financial Group first reported a position in IEF in Q4 2023 and has held it in 7 quarters since. The position peaked at $4.85M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Ethos Financial Group held 13,729 shares of iShares 7-10 Year Treasury Bond ETF worth $1.31M as of Q1 2026.
Ethos Financial Group sold 658 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $63.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Ethos Financial Group's portfolio in Q1 2026, its #174 holding.
Ethos Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
Ethos Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $4.85M in Q4 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.