Garde Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Garde Capital’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	$60.5M	Buy	640,024 +30,756	+5%	+$2.91M	2.71%	8
2026 Q1	$58.1M	Buy	+609,268	New	+$58.6M	3.48%	7
2025 Q4	–	Sell	-543,491	Closed	-$52.4M	–	225
2025 Q3	$52.4M	Buy	543,491 +28,282	+5%	+$2.7M	2.55%	9
2025 Q2	$49.3M	Sell	515,209 -9,924	-2%	-$938K	2.58%	8
2025 Q1	$50.1M	Buy	+525,133	New	+$49.1M	2.82%	7

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

Garde Capital's IEF Position: Q2 2026 in Review

Garde Capital increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5% in Q2 2026, buying an estimated $2.91M and bringing the position to 640,024 shares worth $60.5M. The position accounts for 2.71% of the portfolio, ranked #8.

Garde Capital first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Garde Capital held 640,024 shares of iShares 7-10 Year Treasury Bond ETF worth $60.5M as of Q2 2026.
Garde Capital bought 30,756 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.91M.
iShares 7-10 Year Treasury Bond ETF made up 2.71% of Garde Capital's portfolio in Q2 2026, its #8 holding.
Garde Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.