F/M Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

F/M Investments’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	$300K	Sell	3,169 -163	-5%	-$15.4K	0.02%	312
2026 Q1	$318K	Hold	3,332	–	–	0.02%	282
2025 Q4	$320K	Hold	3,332	–	–	0.01%	372
2025 Q3	$321K	Hold	3,332	–	–	0.01%	366
2025 Q2	$319K	Hold	3,332	–	–	0.01%	363
2025 Q1	$318K	Sell	3,332 -24	-0.7%	-$2.25K	0.01%	355
2024 Q4	$310K	Buy	+3,356	New	+$317K	0.01%	354

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

F/M Investments's IEF Position: Q2 2026 in Review

F/M Investments reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.9% in Q2 2026, selling an estimated $15.4K and leaving 3,169 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #312.

F/M Investments first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $321K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

F/M Investments held 3,169 shares of iShares 7-10 Year Treasury Bond ETF worth $300K as of Q2 2026.
F/M Investments sold 163 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of F/M Investments's portfolio in Q2 2026, its #312 holding.
F/M Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
F/M Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $321K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.