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

EverSource 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	$89.2K	Sell	943 -955	-50%	-$90.4K	﹤0.01%	1443
2026 Q1	$181K	Sell	1,898 -1,388	-42%	-$134K	0.01%	1112
2025 Q4	$316K	Buy	3,286 +1,967	+149%	+$190K	0.01%	737
2025 Q3	$127K	Sell	1,319 -2	-0.2%	-$191	0.01%	1149
2025 Q2	$127K	Sell	1,321 -1,726	-57%	-$163K	0.01%	1071
2025 Q1	$291K	Buy	3,047 +1,598	+110%	+$150K	0.02%	539
2024 Q4	$134K	Buy	1,449 +1,353	+1,409%	+$128K	0.01%	816
2024 Q3	$9.42K	Sell	96 -1	-1%	-$97	﹤0.01%	1901
2024 Q2	$9.32K	Hold	97	–	–	﹤0.01%	1897
2024 Q1	$8.87K	Buy	97 +1	+1%	+$95	﹤0.01%	1754
2023 Q4	$9.21K	Buy	96 +62	+182%	+$5.73K	﹤0.01%	1585
2023 Q3	$3.14K	Sell	34 -2,505	-99%	-$236K	﹤0.01%	1872
2023 Q2	$245K	Buy	2,539 +2,125	+513%	+$209K	0.03%	353
2023 Q1	$41K	Sell	414 -916	-69%	-$89.5K	0.01%	857
2022 Q4	$127K	Sell	1,330 -1,152	-46%	-$111K	0.02%	444
2022 Q3	$239K	Sell	2,482 -330	-12%	-$33.5K	0.05%	273
2022 Q2	$287K	Buy	2,812 +1,182	+73%	+$121K	0.07%	215
2022 Q1	$175K	Buy	1,630 +1,352	+486%	+$150K	0.04%	265
2021 Q4	$32K	Buy	+278	New	+$32K	0.01%	516

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

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

EverSource Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 50% in Q2 2026, selling an estimated $90.4K and leaving 943 shares worth $89.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

EverSource Wealth Advisors first reported a position in IEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $316K in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

EverSource Wealth Advisors held 943 shares of iShares 7-10 Year Treasury Bond ETF worth $89.2K as of Q2 2026.
EverSource Wealth Advisors sold 955 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $90.4K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1443 holding.
EverSource Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $316K in Q4 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.