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

Financial Engines 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	$202K	Sell	2,113 -473	-18%	-$45.5K	﹤0.01%	518
2025 Q4	$249K	Sell	2,586 -90	-3%	-$8.71K	﹤0.01%	496
2025 Q3	$258K	Buy	+2,676	New	+$256K	﹤0.01%	491
2025 Q1	–	Sell	-2,565	Closed	-$237K	–	438
2024 Q4	$237K	Buy	+2,565	New	+$242K	﹤0.01%	416
2018 Q2	–	Sell	-24	Closed	-$2K	–	144
2018 Q1	$2K	Buy	+24	New	+$2.47K	﹤0.01%	119

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Financial Engines Advisors's IEF Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 18% in Q1 2026, selling an estimated $45.5K and leaving 2,113 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Financial Engines Advisors first reported a position in IEF in Q1 2018 and has held it in 5 quarters since. The position peaked at $258K in Q3 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Financial Engines Advisors held 2,113 shares of iShares 7-10 Year Treasury Bond ETF worth $202K as of Q1 2026.
Financial Engines Advisors sold 473 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $45.5K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #518 holding.
Financial Engines Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 5 quarters since.
Financial Engines Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $258K in Q3 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.