Financial Gravity Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Gravity Asset Management’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	$954	Sell	10 -86	-90%	-$8.27K	﹤0.01%	760
2025 Q4	$9.23K	Sell	96 -10	-9%	-$968	﹤0.01%	500
2025 Q3	$10.2K	Buy	+106	New	+$10.1K	﹤0.01%	563
2025 Q1	$12.4K	Buy	+130	New	+$12.2K	﹤0.01%	562
2024 Q2	$106K	Sell	1,130 -1,748	-61%	-$162K	0.03%	175
2024 Q1	$274K	Sell	2,878 -68,600	-96%	-$6.5M	0.04%	161
2023 Q4	$1.27M	Buy	71,478 +1,323	+2%	+$122K	0.01%	315
2023 Q3	$1.14M	Buy	70,155 +63,634	+976%	+$6M	0.01%	326
2023 Q2	$164K	Buy	6,521 +143	+2%	+$14.1K	0.45%	44
2023 Q1	$49.8K	Buy	6,378 +6,282	+6,544%	+$614K	1.53%	11
2022 Q4	$136K	Sell	96 -2,208	-96%	-$212K	0.71%	27
2022 Q3	$32.2K	Buy	2,304 +366	+19%	+$37.1K	1.09%	17
2022 Q2	$24.9K	Sell	1,938 -95	-5%	-$9.75K	0.78%	27
2022 Q1	$26.7K	Sell	2,033 -1,187	-37%	-$132K	0.75%	32
2021 Q4	$27.1K	Buy	3,220 +2,987	+1,282%	+$343K	0.61%	37
2021 Q3	$115K	Sell	233 -1	-0.4%	-$117	0.05%	313
2021 Q2	$115K	Sell	234 -31	-12%	-$3.55K	0.04%	315
2021 Q1	$30K	Sell	265 -41	-13%	-$4.78K	0.61%	24
2020 Q4	$36K	Buy	+306	New	+$36.8K	0.03%	98
2020 Q2	–	Sell	-1,599	Closed	-$194K	–	412
2020 Q1	$194K	Sell	1,599 -1,276	-44%	-$147K	0.6%	21
2019 Q4	$133K	Sell	2,875 -2,262	-44%	-$252K	0.09%	222
2019 Q3	$578K	Buy	5,137 +436	+9%	+$48.6K	0.5%	44
2019 Q2	$517K	Sell	4,701 -1,133	-19%	-$121K	0.42%	62
2019 Q1	$617K	Buy	+5,834	New	+$610K	0.5%	50
2018 Q3	$1.43M	Buy	14,095 +565	+4%	+$57.6K	1.49%	15
2018 Q2	$1.39M	Buy	13,530 +917	+7%	+$93.4K	1.3%	15
2018 Q1	$1.28M	Buy	+12,613	New	+$1.3M	1.31%	13

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Financial Gravity Asset Management's IEF Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 90% in Q1 2026, selling an estimated $8.27K and leaving 10 shares worth $954. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Financial Gravity Asset Management first reported a position in IEF in Q1 2018 and has held it in 27 quarters since. The position peaked at $1.43M in Q3 2018. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Financial Gravity Asset Management held 10 shares of iShares 7-10 Year Treasury Bond ETF worth $954 as of Q1 2026.
Financial Gravity Asset Management sold 86 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $8.27K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #760 holding.
Financial Gravity Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 27 quarters since.
Financial Gravity Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.43M in Q3 2018.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.