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

Evoke Wealth’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	–	Sell	-12,965	Closed	-$1.24M	–	299
2026 Q1	$1.24M	Sell	12,965 -1,093	-8%	-$105K	0.02%	244
2025 Q4	$1.35M	Sell	14,058 -2,168	-13%	-$210K	0.03%	229
2025 Q3	$1.57M	Sell	16,226 -4,102	-20%	-$392K	0.03%	200
2025 Q2	$1.95M	Buy	20,328 +8,011	+65%	+$757K	0.04%	153
2025 Q1	$1.17M	Buy	12,317 +1,570	+15%	+$147K	0.03%	182
2024 Q4	$994K	Sell	10,747 -93	-0.9%	-$8.79K	0.03%	189
2024 Q3	$1.06M	Buy	+10,840	New	+$1.05M	0.03%	182
2024 Q2	–	Sell	-6,740	Closed	-$638K	–	228
2024 Q1	$638K	Buy	+6,740	New	+$639K	0.02%	218
2023 Q2	–	Sell	-2,485	Closed	-$246K	–	375
2023 Q1	$246K	Buy	+2,485	New	+$243K	0.01%	300
2022 Q4	–	Sell	-2,505	Closed	-$240K	–	727
2022 Q3	$240K	Buy	+2,505	New	+$254K	0.01%	293

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

Evoke Wealth's IEF Position: Q2 2026 in Review

Evoke Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 12,965 shares — an estimated $1.24M sold.

Evoke Wealth first reported a position in IEF in Q3 2022 and held it in 10 quarters. The position peaked at $1.95M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Evoke Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 12,965 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.24M.
Evoke Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 10 quarters.
Evoke Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $1.95M in Q2 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.