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

Fortis Group 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	$5.11K	Hold	54	–	–	﹤0.01%	442
2026 Q1	$5.15K	Hold	54	–	–	﹤0.01%	436
2025 Q4	$5.19K	Hold	54	–	–	﹤0.01%	431
2025 Q3	$5.21K	Hold	54	–	–	﹤0.01%	391
2025 Q2	$5.17K	Hold	54	–	–	﹤0.01%	384
2025 Q1	$5.15K	Hold	54	–	–	﹤0.01%	351
2024 Q4	$4.99K	Sell	54 -39,238	-100%	-$3.71M	﹤0.01%	365
2024 Q3	$3.86M	Buy	39,292 +39,238	+72,663%	+$3.79M	0.71%	43
2024 Q2	$5.06K	Sell	54 -2,671	-98%	-$248K	﹤0.01%	353
2024 Q1	$258K	Sell	2,725 -37,445	-93%	-$3.55M	0.05%	178
2023 Q4	$3.98M	Buy	40,170 +54	+0.1%	+$4.99K	0.99%	18
2023 Q3	$3.98M	Sell	40,116 -59,361	-60%	-$5.6M	1.22%	15
2023 Q2	$9.61M	Buy	99,477 +2,170	+2%	+$213K	2.55%	9
2023 Q1	$9.7M	Buy	+97,307	New	+$9.51M	2.93%	5
2020 Q3	$39.8M	Buy	+326,815	New	+$39.9M	7.72%	3

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

Fortis Group Advisors's IEF Position: Q2 2026 in Review

Fortis Group Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 54 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Fortis Group Advisors first reported a position in IEF in Q3 2020 and has held it in 15 quarters since. The position peaked at $39.8M in Q3 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Fortis Group Advisors held 54 shares of iShares 7-10 Year Treasury Bond ETF worth $5.11K as of Q2 2026.
Fortis Group Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #442 holding.
Fortis Group Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $39.8M in Q3 2020.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.