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 Q2	–	Sell	-2,113	Closed	-$202K	–	563
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 $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 22.9% 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

Financial Engines Advisors's IEF Position: Q2 2026 in Review

Financial Engines Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 2,113 shares — an estimated $202K sold.

Financial Engines Advisors first reported a position in IEF in Q1 2018 and held it in 5 quarters. The position peaked at $258K in Q3 2025. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Financial Engines Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Financial Engines Advisors sold 2,113 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $202K.
Financial Engines Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and held it in 5 quarters.
Financial Engines Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $258K in Q3 2025.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.