Fiduciary Alliance’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Fiduciary Alliance’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	$805K	Buy	8,512 +563	+7%	+$53.3K	0.05%	294
2026 Q1	$760K	Buy	7,949 +14	+0.2%	+$1.35K	0.05%	302
2025 Q4	$763K	Buy	7,935 +110	+1%	+$10.6K	0.05%	274
2025 Q3	$755K	Sell	7,825 -643	-8%	-$61.5K	0.05%	271
2025 Q2	$811K	Buy	8,468 +1,691	+25%	+$160K	0.06%	248
2025 Q1	$646K	Buy	6,777 +1,233	+22%	+$115K	0.06%	222
2024 Q4	$513K	Buy	5,544 +195	+4%	+$18.4K	0.05%	230
2024 Q3	$525K	Buy	+5,349	New	+$517K	0.07%	153
2024 Q2	–	Sell	-3,395	Closed	-$318K	–	220
2024 Q1	$318K	Sell	3,395 -638	-16%	-$60.5K	0.06%	151
2023 Q4	$389K	Buy	4,033 +1,014	+34%	+$93.8K	0.08%	130
2023 Q3	$277K	Buy	3,019 +1,047	+53%	+$98.8K	0.06%	143
2023 Q2	$190K	Buy	+1,972	New	+$194K	0.04%	152
2023 Q1	–	Sell	-31	Closed	-$2.97K	–	462
2022 Q4	$2.97K	Buy	+31	New	+$2.98K	﹤0.01%	625

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

Fiduciary Alliance's IEF Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.1% in Q2 2026, buying an estimated $53.3K and bringing the position to 8,512 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #294.

Fiduciary Alliance first reported a position in IEF in Q4 2022 and has held it in 13 quarters since. The position peaked at $811K in Q2 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Fiduciary Alliance held 8,512 shares of iShares 7-10 Year Treasury Bond ETF worth $805K as of Q2 2026.
Fiduciary Alliance bought 563 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $53.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #294 holding.
Fiduciary Alliance first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Fiduciary Alliance's iShares 7-10 Year Treasury Bond ETF position peaked at $811K in Q2 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.