Financial & Tax Architects’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial & Tax Architects’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	$394K	Sell	4,171 -194,433	-98%	-$18.4M	0.08%	95
2026 Q1	$19M	Buy	198,604 +2,525	+1%	+$243K	4.23%	6
2025 Q4	$18.9M	Sell	196,079 -12,987	-6%	-$1.26M	4.24%	4
2025 Q3	$20.2M	Buy	209,066 +5,387	+3%	+$515K	4.45%	6
2025 Q2	$19.5M	Buy	203,679 +10,465	+5%	+$990K	4.74%	4
2025 Q1	$18.4M	Sell	193,214 -4,016	-2%	-$376K	4.63%	4
2024 Q4	$18.2M	Buy	197,230 +9,060	+5%	+$856K	4.64%	3
2024 Q3	$18.5M	Buy	188,170 +986	+0.5%	+$95.3K	4.75%	4
2024 Q2	$17.5M	Buy	187,184 +4,462	+2%	+$415K	4.7%	5
2024 Q1	$17.3M	Buy	+182,722	New	+$17.3M	4.76%	5
2023 Q3	–	Sell	-179,017	Closed	-$17.3M	–	87
2023 Q2	$17.3M	Buy	+179,017	New	+$17.6M	5.34%	4
2022 Q2	–	Sell	-5,205	Closed	-$559K	–	87
2022 Q1	$559K	Sell	5,205 -92,791	-95%	-$10.3M	0.21%	61
2021 Q4	$11.3M	Buy	97,996 +55,696	+132%	+$6.4M	4.6%	2
2021 Q3	$4.87M	Buy	42,300 +34,320	+430%	+$4.01M	2.22%	9
2021 Q2	$922K	Sell	7,980 -2,458	-24%	-$281K	0.45%	51
2021 Q1	$1.18M	Buy	+10,438	New	+$1.22M	0.66%	41

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 & Tax Architects's IEF Position: Q2 2026 in Review

Financial & Tax Architects reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 98% in Q2 2026, selling an estimated $18.4M and leaving 4,171 shares worth $394K. The position accounts for 0.08% of the portfolio, ranked #95.

Financial & Tax Architects first reported a position in IEF in Q1 2021 and has held it in 16 quarters since. The position peaked at $20.2M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Financial & Tax Architects held 4,171 shares of iShares 7-10 Year Treasury Bond ETF worth $394K as of Q2 2026.
Financial & Tax Architects sold 194,433 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.4M.
iShares 7-10 Year Treasury Bond ETF made up 0.08% of Financial & Tax Architects's portfolio in Q2 2026, its #95 holding.
Financial & Tax Architects first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 16 quarters since.
Financial & Tax Architects's iShares 7-10 Year Treasury Bond ETF position peaked at $20.2M in Q3 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.