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

Foundations Investment 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 		$6.87M Sell
72,632
-98,961
-58% -$9.37M 0.07% 211
2026
Q1 		$16.4M Buy
171,593
+109,937
+178% +$10.6M 0.2% 115
2025
Q4 		$5.93M Sell
61,656
-20,022
-25% -$1.94M 0.08% 197
2025
Q3 		$7.88M Sell
81,678
-90,595
-53% -$8.66M 0.11% 156
2025
Q2 		$16.5M Buy
172,273
+90,998
+112% +$8.6M 0.26% 98
2025
Q1 		$7.75M Buy
81,275
+43,452
+115% +$4.07M 0.14% 143
2024
Q4 		$3.5M Buy
37,823
+5,228
+16% +$494K 0.07% 218
2024
Q3 		$3.2M Buy
32,595
+6,963
+27% +$673K 0.07% 219
2024
Q2 		$2.4M Buy
25,632
+19,412
+312% +$1.8M 0.06% 218
2024
Q1 		$589K Sell
6,220
-599
-9% -$56.8K 0.02% 433
2023
Q4 		$660K Buy
6,819
+1,000
+17% +$92.5K 0.02% 378
2023
Q3 		$533K Buy
5,819
+3,591
+161% +$339K 0.02% 371
2023
Q2 		$215K Sell
2,228
-95
-4% -$9.34K 0.01% 537
2023
Q1 		$230K Sell
2,323
-2,929
-56% -$286K 0.01% 448
2022
Q4 		$503K Sell
5,252
-320
-6% -$30.7K 0.02% 275
2022
Q3 		$535K Buy
5,572
+1,667
+43% +$169K 0.02% 228
2022
Q2 		$401K Buy
3,905
+686
+21% +$70.4K 0.02% 263
2022
Q1 		$333K Sell
3,219
-294
-8% -$32.6K 0.01% 258
2021
Q4 		$397K Sell
3,513
-111
-3% -$12.8K 0.01% 234
2021
Q3 		$417K Sell
3,624
-94
-3% -$11K 0.02% 210
2021
Q2 		$433K Buy
3,718
+37
+1% +$4.23K 0.02% 183
2021
Q1 		$418K Sell
3,681
-43,571
-92% -$5.08M 0.02% 147
2020
Q4 		$5.59M Sell
47,252
-14,834
-24% -$1.78M 0.37% 22
2020
Q3 		$7.55M Sell
62,086
-23,515
-27% -$2.87M 1.66% 8
2020
Q2 		$10.4M Sell
85,601
-987,685
-92% -$120M 0.92% 17
2020
Q1 		$131M Buy
1,073,286
+1,069,640
+29,337% +$123M 15.15% 1
2019
Q4 		$406K Sell
3,646
-420,140
-99% -$46.8M 0.05% 100
2019
Q3 		$48.1M Sell
423,786
-108,317
-20% -$12.1M 6.31% 5
2019
Q2 		$58.7M Buy
532,103
+420,808
+378% +$45.1M 8.81% 1
2019
Q1 		$11.9M Buy
111,295
+19,543
+21% +$2.04M 2.06% 15
2018
Q4 		$9.55M Buy
91,752
+84,875
+1,234% +$8.6M 2.02% 13
2018
Q3 		$696K Buy
6,877
+2,082
+43% +$212K 0.17% 54
2018
Q2 		$492K Buy
+4,795
New +$488K 0.13% 58

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

Foundations Investment Advisors's IEF Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 58% in Q2 2026, selling an estimated $9.37M and leaving 72,632 shares worth $6.87M. The position accounts for 0.07% of the portfolio, ranked #211.

Foundations Investment Advisors first reported a position in IEF in Q2 2018 and has held it in 33 quarters since. The position peaked at $131M in Q1 2020. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Foundations Investment Advisors held 72,632 shares of iShares 7-10 Year Treasury Bond ETF worth $6.87M as of Q2 2026.
  • Foundations Investment Advisors sold 98,961 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.37M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Foundations Investment Advisors's portfolio in Q2 2026, its #211 holding.
  • Foundations Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Foundations Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $131M in Q1 2020.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.