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

GHP 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 		– Sell
-688
Closed -$65.7K – 1428
2026
Q1 		$65.7K Buy
+688
New +$66.2K ﹤0.01% 508
2025
Q3 		– Sell
-876
Closed -$83.9K – 961
2025
Q2 		$83.9K Hold
876
– – ﹤0.01% 454
2025
Q1 		$83.5K Buy
876
+51
+6% +$4.77K ﹤0.01% 445
2024
Q4 		$76.3K Hold
825
– – ﹤0.01% 464
2024
Q3 		$80.9K Hold
825
– – ﹤0.01% 462
2024
Q2 		$77.3K Hold
825
– – ﹤0.01% 457
2024
Q1 		$78.1K Sell
825
-104
-11% -$9.86K ﹤0.01% 455
2023
Q4 		$89.5K Buy
929
+104
+13% +$9.62K ﹤0.01% 438
2023
Q3 		$75.3K Buy
+825
New +$77.8K ﹤0.01% 453
2022
Q4 		– Sell
-618
Closed -$59K – 948
2022
Q3 		$59K Buy
618
+528
+587% +$53.6K ﹤0.01% 466
2022
Q2 		$9K Sell
90
-258
-74% -$26.5K ﹤0.01% 700
2022
Q1 		$37K Buy
+348
New +$38.6K ﹤0.01% 540

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

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

GHP Investment Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 688 shares — an estimated $65.7K sold.

GHP Investment Advisors first reported a position in IEF in Q1 2022 and held it in 12 quarters. The position peaked at $89.5K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • GHP Investment Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • GHP Investment Advisors sold 688 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $65.7K.
  • GHP Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 12 quarters.
  • GHP Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $89.5K in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.