FFA
IEF icon

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

Farther Finance 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 		$3.57M Sell
37,764
-257,081
-87% -$24.3M 0.03% 511
2026
Q1 		$28M Sell
294,845
-19,807
-6% -$1.91M 0.26% 74
2025
Q4 		$30.3M Buy
314,652
+23,807
+8% +$2.3M 0.32% 60
2025
Q3 		$28.1M Buy
290,845
+275,024
+1,738% +$26.3M 0.42% 49
2025
Q2 		$1.52M Sell
15,821
-518
-3% -$49K 0.03% 452
2025
Q1 		$1.56M Buy
16,339
+13,446
+465% +$1.26M 0.04% 359
2024
Q4 		$268K Buy
2,893
+343
+13% +$32.4K 0.01% 857
2024
Q3 		$250K Buy
2,550
+242
+10% +$23.4K 0.01% 907
2024
Q2 		$214K Buy
2,308
+238
+11% +$22.1K 0.01% 813
2024
Q1 		$194K Buy
2,070
+633
+44% +$60K 0.01% 697
2023
Q4 		$139K Buy
1,437
+758
+112% +$70.1K 0.01% 682
2023
Q3 		$62.2K Sell
679
-3,146
-82% -$297K 0.01% 714
2023
Q2 		$369K Sell
3,825
-58
-1% -$5.7K 0.08% 208
2023
Q1 		$385K Sell
3,883
-1,695
-30% -$166K 0.11% 168
2022
Q4 		$534K Buy
+5,578
New +$536K 0.21% 95

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Farther Finance Advisors's IEF Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 87% in Q2 2026, selling an estimated $24.3M and leaving 37,764 shares worth $3.57M. The position accounts for 0.03% of the portfolio, ranked #511.

Farther Finance Advisors first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.3M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Farther Finance Advisors held 37,764 shares of iShares 7-10 Year Treasury Bond ETF worth $3.57M as of Q2 2026.
  • Farther Finance Advisors sold 257,081 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.3M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #511 holding.
  • Farther Finance Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $30.3M in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.