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

Flagstar 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	$1.18M	Buy	12,436 +2,194	+21%	+$208K	0.36%	72
2026 Q1	$978K	Buy	10,242 +429	+4%	+$41.3K	0.35%	73
2025 Q4	$944K	Sell	9,813 -24,994	-72%	-$2.42M	0.32%	80
2025 Q3	$3.36M	Buy	34,807 +24,881	+251%	+$2.38M	1.03%	28
2025 Q2	$951K	Sell	9,926 -113	-1%	-$10.7K	0.26%	86
2025 Q1	$957K	Buy	10,039 +351	+4%	+$32.8K	0.24%	88
2024 Q4	$896K	Buy	9,688 +384	+4%	+$36.3K	0.22%	93
2024 Q3	$913K	Buy	9,304 +22	+0.2%	+$2.13K	0.23%	94
2024 Q2	$869K	Buy	9,282 +240	+3%	+$22.3K	0.24%	91
2024 Q1	$856K	Buy	9,042 +2,307	+34%	+$219K	0.24%	89
2023 Q4	$649K	Buy	6,735 +1,941	+40%	+$180K	0.21%	102
2023 Q3	$439K	Buy	4,794 +36	+0.8%	+$3.4K	0.17%	110
2023 Q2	$460K	Buy	4,758 +17	+0.4%	+$1.67K	0.17%	109
2023 Q1	$470K	Buy	4,741 +425	+10%	+$41.5K	0.17%	104
2022 Q4	$413K	Buy	4,316 +475	+12%	+$45.6K	0.15%	119
2022 Q3	$369K	Buy	+3,841	New	+$390K	0.14%	119
2021 Q4	–	Sell	-1,178	Closed	-$136K	–	175
2021 Q3	$136K	Buy	+1,178	New	+$138K	0.05%	134

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Flagstar Advisors's IEF Position: Q2 2026 in Review

Flagstar Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q2 2026, buying an estimated $208K and bringing the position to 12,436 shares worth $1.18M. The position accounts for 0.36% of the portfolio, ranked #72.

Flagstar Advisors first reported a position in IEF in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.36M in Q3 2025. 477 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Flagstar Advisors held 12,436 shares of iShares 7-10 Year Treasury Bond ETF worth $1.18M as of Q2 2026.
Flagstar Advisors bought 2,194 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $208K.
iShares 7-10 Year Treasury Bond ETF made up 0.36% of Flagstar Advisors's portfolio in Q2 2026, its #72 holding.
Flagstar Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 17 quarters since.
Flagstar Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.36M in Q3 2025.
477 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.