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

Evolution 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	$982K	Buy	10,382 +6,350	+157%	+$601K	0.11%	86
2026 Q1	$385K	Buy	4,032 +1	+0%	+$96	0.04%	119
2025 Q4	$388K	Hold	4,031	–	–	0.04%	116
2025 Q3	$389K	Hold	4,031	–	–	0.05%	114
2025 Q2	$386K	Buy	+4,031	New	+$381K	0.06%	113
2020 Q1	–	Sell	-4,212	Closed	-$464K	–	468
2019 Q4	$464K	Buy	+4,212	New	+$470K	0.12%	49

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Evolution Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 157% in Q2 2026, buying an estimated $601K and bringing the position to 10,382 shares worth $982K. The position accounts for 0.11% of the portfolio, ranked #86.

Evolution Wealth Advisors first reported a position in IEF in Q4 2019 and has held it in 6 quarters since. 860 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Evolution Wealth Advisors held 10,382 shares of iShares 7-10 Year Treasury Bond ETF worth $982K as of Q2 2026.
Evolution Wealth Advisors bought 6,350 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $601K.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Evolution Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Evolution Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 6 quarters since.
860 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.