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

Forte 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 Q2	$3.33M	Buy	35,209 +298	+0.9%	+$28.2K	1.36%	31
2026 Q1	$3.33M	Sell	34,911 -1,141	-3%	-$110K	1.46%	28
2025 Q4	$3.47M	Sell	36,052 -426	-1%	-$41.2K	1.57%	26
2025 Q3	$3.52M	Buy	36,478 +169	+0.5%	+$16.2K	1.69%	24
2025 Q2	$3.48M	Sell	36,309 -3,445	-9%	-$326K	1.77%	23
2025 Q1	$3.79M	Sell	39,754 -2,678	-6%	-$251K	1.91%	20
2024 Q4	$3.92M	Buy	42,432 +2,361	+6%	+$223K	2.08%	19
2024 Q3	$3.93M	Sell	40,071 -8,276	-17%	-$800K	2.1%	16
2024 Q2	$4.53M	Buy	48,347 +5,373	+13%	+$499K	2.67%	14
2024 Q1	$4.07M	Buy	42,974 +5,500	+15%	+$521K	2.47%	16
2023 Q4	$3.61M	Buy	+37,474	New	+$3.47M	2.47%	17
2022 Q4	–	Sell	-6,748	Closed	-$648K	–	68
2022 Q3	$648K	Buy	6,748 +2,248	+50%	+$228K	0.43%	47
2022 Q2	$460K	Buy	+4,500	New	+$462K	0.32%	51

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

Forte Asset Management's IEF Position: Q2 2026 in Review

Forte Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.85% in Q2 2026, buying an estimated $28.2K and bringing the position to 35,209 shares worth $3.33M. The position accounts for 1.36% of the portfolio, ranked #31.

Forte Asset Management first reported a position in IEF in Q2 2022 and has held it in 13 quarters since. The position peaked at $4.53M in Q2 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Forte Asset Management held 35,209 shares of iShares 7-10 Year Treasury Bond ETF worth $3.33M as of Q2 2026.
Forte Asset Management bought 298 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.2K.
iShares 7-10 Year Treasury Bond ETF made up 1.36% of Forte Asset Management's portfolio in Q2 2026, its #31 holding.
Forte Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
Forte Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.53M in Q2 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.