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

Faithward 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
Q1 		$631K Sell
6,614
-43
-0.6% -$4.14K 0.09% 163
2025
Q4 		$640K Sell
6,657
-331
-5% -$32K 0.09% 164
2025
Q3 		$674K Sell
6,988
-4,542
-39% -$434K 0.1% 144
2025
Q2 		$1.1M Sell
11,530
-3,127
-21% -$296K 0.17% 105
2025
Q1 		$1.4M Buy
14,657
+36
+0.2% +$3.37K 0.24% 89
2024
Q4 		$1.35M Buy
14,621
+403
+3% +$38.1K 0.23% 85
2024
Q3 		$1.4M Sell
14,218
-209
-1% -$20.2K 0.24% 94
2024
Q2 		$1.35M Buy
14,427
+2,784
+24% +$259K 0.24% 94
2024
Q1 		$1.1M Buy
11,643
+951
+9% +$90.1K 0.2% 100
2023
Q4 		$1.01M Sell
10,692
-3,609
-25% -$334K 0.22% 81
2023
Q3 		$1.3M Sell
14,301
-718
-5% -$67.7K 0.32% 68
2023
Q2 		$1.41M Buy
15,019
+4,868
+48% +$479K 0.33% 64
2023
Q1 		$1.02M Buy
10,151
+1,617
+19% +$158K 0.23% 68
2022
Q4 		$817K Sell
8,534
-1,156
-12% -$111K 0.18% 76
2022
Q3 		$930K Sell
9,690
-157,780
-94% -$16M 0.22% 62
2022
Q2 		$17.1M Buy
167,470
+2,709
+2% +$278K 3.84% 5
2022
Q1 		$17.7M Buy
164,761
+7,059
+4% +$783K 3.43% 7
2021
Q4 		$18.1M Sell
157,702
-8,216
-5% -$944K 3.44% 7
2021
Q3 		$19.1M Sell
165,918
-6,526
-4% -$763K 3.71% 6
2021
Q2 		$19.9M Sell
172,444
-34,121
-17% -$3.9M 3.95% 6
2021
Q1 		$23.3M Buy
+206,565
New +$24.1M 5.21% 4
2020
Q4 		– Sell
-242,328
Closed -$29.5M – 162
2020
Q3 		$29.5M Sell
242,328
-159,608
-40% -$19.5M 7.15% 3
2020
Q2 		$49M Buy
401,936
+43,912
+12% +$5.34M 12.71% 1
2020
Q1 		$43.5M Buy
358,024
+177,864
+99% +$20.5M 12.25% 1
2019
Q4 		$19.9M Buy
+180,160
New +$20.1M 4.67% 3

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Faithward Advisors's IEF Position: Q1 2026 in Review

Faithward Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.65% in Q1 2026, selling an estimated $4.14K and leaving 6,614 shares worth $631K. The position accounts for 0.09% of the portfolio, ranked #163.

Faithward Advisors first reported a position in IEF in Q4 2019 and has held it in 25 quarters since. The position peaked at $49M in Q2 2020. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Faithward Advisors held 6,614 shares of iShares 7-10 Year Treasury Bond ETF worth $631K as of Q1 2026.
  • Faithward Advisors sold 43 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.14K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Faithward Advisors's portfolio in Q1 2026, its #163 holding.
  • Faithward Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Faithward Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $49M in Q2 2020.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Faithward Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.