Excelsior Advisor Network’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Excelsior Advisor Network’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	$990K	Buy	+10,470	New	+$991K	0.13%	167

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

Excelsior Advisor Network's IEF Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 10,470 shares worth $990K. The stake represents 0.13% of the portfolio and ranks #167 among its holdings.

1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Excelsior Advisor Network held 10,470 shares of iShares 7-10 Year Treasury Bond ETF worth $990K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Excelsior Advisor Network position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Excelsior Advisor Network's portfolio in Q2 2026, its #167 holding.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.