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

Fortune Financial 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	$940K	Sell	9,945 -22	-0.2%	-$2.08K	0.4%	62
2026 Q1	$951K	Sell	9,967 -212	-2%	-$20.4K	0.48%	58
2025 Q4	$979K	Buy	10,179 +10	+0.1%	+$968	0.66%	44
2025 Q3	$981K	Buy	10,169 +5	+0%	+$478	0.74%	42
2025 Q2	$973K	Sell	10,164 -1	-0%	-$95	0.78%	41
2025 Q1	$969K	Sell	10,165 -56	-0.5%	-$5.24K	0.84%	38
2024 Q4	$945K	Buy	10,221 +10	+0.1%	+$945	0.86%	37
2024 Q3	$1M	Buy	10,211 +6	+0.1%	+$580	0.91%	37
2024 Q2	$956K	Buy	10,205 +7	+0.1%	+$650	0.59%	55
2024 Q1	$965K	Buy	10,198 +4	+0%	+$379	0.61%	49
2023 Q4	$983K	Sell	10,194 -265	-3%	-$24.5K	0.69%	48
2023 Q3	$958K	Buy	10,459 +6	+0.1%	+$566	0.73%	44
2023 Q2	$1.01M	Buy	+10,453	New	+$1.03M	0.76%	42

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

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 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

Fortune Financial Advisors's IEF Position: Q2 2026 in Review

Fortune Financial Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.22% in Q2 2026, selling an estimated $2.08K and leaving 9,945 shares worth $940K. The position accounts for 0.4% of the portfolio, ranked #62.

Fortune Financial Advisors first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q2 2023. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Fortune Financial Advisors held 9,945 shares of iShares 7-10 Year Treasury Bond ETF worth $940K as of Q2 2026.
Fortune Financial Advisors sold 22 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.08K.
iShares 7-10 Year Treasury Bond ETF made up 0.4% of Fortune Financial Advisors's portfolio in Q2 2026, its #62 holding.
Fortune Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Fortune Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.01M in Q2 2023.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.