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

Fiducient 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	$1.57M	Sell	16,630 -15	-0.1%	-$1.42K	0.23%	66
2026 Q1	$1.59M	Buy	16,645 +943	+6%	+$90.7K	0.21%	62
2025 Q4	$1.51M	Buy	15,702 +322	+2%	+$31.2K	0.19%	74
2025 Q3	$1.48M	Buy	15,380 +550	+4%	+$52.6K	0.17%	66
2025 Q2	$1.42M	Sell	14,830 -4,394	-23%	-$415K	0.17%	68
2025 Q1	$1.83M	Buy	19,224 +4,374	+29%	+$409K	0.23%	49
2024 Q4	$1.37M	Buy	14,850 +1,523	+11%	+$144K	0.17%	52
2024 Q3	$1.31M	Buy	13,327 +193	+1%	+$18.7K	0.15%	59
2024 Q2	$1.23M	Buy	+13,134	New	+$1.22M	0.17%	54

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

Fiducient Advisors's IEF Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.09% in Q2 2026, selling an estimated $1.42K and leaving 16,630 shares worth $1.57M. The position accounts for 0.23% of the portfolio, ranked #66.

Fiducient Advisors first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Fiducient Advisors held 16,630 shares of iShares 7-10 Year Treasury Bond ETF worth $1.57M as of Q2 2026.
Fiducient Advisors sold 15 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.42K.
iShares 7-10 Year Treasury Bond ETF made up 0.23% of Fiducient Advisors's portfolio in Q2 2026, its #66 holding.
Fiducient Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Fiducient Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.83M in Q1 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.