FPAS
IEF icon

Focus Partners Advisor Solutions’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Focus Partners Advisor Solutions’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 		$1.09M Buy
11,530
+1,275
+12% +$121K 0.01% 551
2026
Q1 		$979K Buy
10,255
+4,840
+89% +$466K 0.01% 566
2025
Q4 		$521K Sell
5,415
-80
-1% -$7.74K 0.01% 705
2025
Q3 		$531K Sell
5,495
-2,636
-32% -$252K 0.01% 719
2025
Q2 		$779K Buy
8,131
+1,258
+18% +$119K 0.01% 518
2025
Q1 		$655K Sell
6,873
-1,203
-15% -$113K 0.01% 508
2024
Q4 		$747K Sell
8,076
-2,987
-27% -$282K 0.01% 388
2024
Q3 		$1.09M Buy
11,063
+3,503
+46% +$339K 0.02% 283
2024
Q2 		$708K Sell
7,560
-1,387
-16% -$129K 0.02% 302
2024
Q1 		$847K Sell
8,947
-1,840
-17% -$174K 0.02% 262
2023
Q4 		$1.04M Buy
10,787
+655
+6% +$60.6K 0.05% 165
2023
Q3 		$928K Buy
10,132
+566
+6% +$53.4K 0.05% 178
2023
Q2 		$924K Buy
+9,566
New +$940K 0.05% 147
2022
Q3 		– Sell
-2,628
Closed -$269K – 423
2022
Q2 		$269K Buy
+2,628
New +$270K 0.02% 274

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Focus Partners Advisor Solutions's IEF Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, buying an estimated $121K and bringing the position to 11,530 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #551.

Focus Partners Advisor Solutions first reported a position in IEF in Q2 2022 and has held it in 14 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Focus Partners Advisor Solutions held 11,530 shares of iShares 7-10 Year Treasury Bond ETF worth $1.09M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 1,275 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $121K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #551 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.