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Founders Financial Alliance’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Founders Financial Alliance’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 		$243K Buy
2,569
+2,181
+562% +$206K 0.03% 390
2026
Q1 		$37K Buy
+388
New +$37.3K 0.01% 537
2025
Q4 		– Sell
-388
Closed -$37.4K – 662
2025
Q3 		$37.4K Buy
+388
New +$37.1K 0.01% 520
2025
Q2 		– Sell
-358
Closed -$34.1K – 583
2025
Q1 		$34.1K Hold
358
– – 0.01% 469
2024
Q4 		$33.1K Hold
358
– – 0.01% 412
2024
Q3 		$35.1K Sell
358
-68
-16% -$6.57K 0.01% 415
2024
Q2 		$39.9K Hold
426
– – 0.01% 392
2024
Q1 		$40.3K Buy
426
+362
+566% +$34.3K 0.01% 401
2023
Q4 		$6.17K Hold
64
– – ﹤0.01% 458
2023
Q3 		$5.86K Sell
64
-306
-83% -$28.9K ﹤0.01% 438
2023
Q2 		$35.7K Buy
370
+177
+92% +$17.4K 0.01% 368
2023
Q1 		$19.1K Buy
193
+150
+349% +$14.7K 0.01% 376
2022
Q4 		$4.12K Sell
43
-85
-66% -$8.16K ﹤0.01% 451
2022
Q3 		$12K Hold
128
– – 0.01% 407
2022
Q2 		$13K Hold
128
– – 0.01% 422
2022
Q1 		$14K Sell
128
-105
-45% -$11.7K 0.01% 373
2021
Q4 		$27K Hold
233
– – 0.01% 391
2021
Q3 		$27K Hold
233
– – 0.01% 364
2021
Q2 		$27K Sell
233
-644
-73% -$73.7K 0.01% 383
2021
Q1 		$100K Sell
877
-224
-20% -$26.1K 0.05% 274
2020
Q4 		$132K Buy
1,101
+224
+26% +$26.9K 0.07% 225
2020
Q3 		$107K Buy
+877
New +$107K 0.06% 249

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

Founders Financial Alliance's IEF Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 562% in Q2 2026, buying an estimated $206K and bringing the position to 2,569 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #390.

Founders Financial Alliance first reported a position in IEF in Q3 2020 and has held it in 22 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Founders Financial Alliance held 2,569 shares of iShares 7-10 Year Treasury Bond ETF worth $243K as of Q2 2026.
  • Founders Financial Alliance bought 2,181 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $206K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #390 holding.
  • Founders Financial Alliance first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.