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

Financial Network Wealth 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	$994K	Buy	10,510 +832	+9%	+$78.7K	1.01%	16
2026 Q1	$924K	Buy	9,678 +1,279	+15%	+$123K	0.95%	17
2025 Q4	$808K	Buy	8,399 +952	+13%	+$92.1K	0.84%	20
2025 Q3	$718K	Sell	7,447 -129	-2%	-$12.3K	0.79%	20
2025 Q2	$726K	Buy	7,576 +344	+5%	+$32.5K	0.88%	18
2025 Q1	$690K	Buy	7,232 +5,116	+242%	+$479K	0.91%	19
2024 Q4	$196K	Sell	2,116 -7,576	-78%	-$716K	0.36%	58
2024 Q3	$951K	Sell	9,692 -536	-5%	-$51.8K	0.79%	26
2024 Q2	$958K	Sell	10,228 -383	-4%	-$35.6K	0.72%	30
2024 Q1	$1M	Sell	10,611 -471	-4%	-$44.6K	1%	28
2023 Q4	$1.07M	Buy	+11,082	New	+$1.02M	1.14%	21

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

Financial Network Wealth Advisors's IEF Position: Q2 2026 in Review

Financial Network Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.6% in Q2 2026, buying an estimated $78.7K and bringing the position to 10,510 shares worth $994K. The position accounts for 1.01% of the portfolio, ranked #16.

Financial Network Wealth Advisors first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2023. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Financial Network Wealth Advisors held 10,510 shares of iShares 7-10 Year Treasury Bond ETF worth $994K as of Q2 2026.
Financial Network Wealth Advisors bought 832 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $78.7K.
iShares 7-10 Year Treasury Bond ETF made up 1.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Financial Network Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.07M in Q4 2023.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.