GM Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

GM Advisory Group’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 Q1	$454K	Buy	4,756 +1	+0%	+$96	0.02%	246
2025 Q4	$457K	Sell	4,755 -406	-8%	-$39.3K	0.02%	225
2025 Q3	$498K	Buy	5,161 +2,549	+98%	+$244K	0.02%	194
2025 Q2	$250K	Buy	2,612 +1	+0%	+$95	0.01%	260
2025 Q1	$249K	Hold	2,611	–	–	0.01%	234
2024 Q4	$241K	Hold	2,611	–	–	0.01%	231
2024 Q3	$256K	Hold	2,611	–	–	0.02%	216
2024 Q2	$245K	Buy	2,611 +492	+23%	+$45.7K	0.02%	203
2024 Q1	$201K	Buy	+2,119	New	+$201K	0.01%	218
2022 Q2	–	Sell	-183,369	Closed	-$19.7M	–	196
2022 Q1	$19.7M	Sell	183,369 -12,648	-6%	-$1.4M	2.34%	11
2021 Q4	$22.5M	Buy	196,017 +37,836	+24%	+$4.35M	2.01%	16
2021 Q3	$18.2M	Buy	158,181 +9,277	+6%	+$1.08M	1.84%	18
2021 Q2	$17.2M	Buy	148,904 +31,369	+27%	+$3.59M	1.76%	16
2021 Q1	$13.3M	Sell	117,535 -23,001	-16%	-$2.68M	1.59%	15
2020 Q4	$16.9M	Sell	140,536 -32,916	-19%	-$3.96M	2.26%	13
2020 Q3	$21.1M	Sell	173,452 -170,664	-50%	-$20.8M	3.23%	10
2020 Q2	$41.9M	Sell	344,116 -9,512	-3%	-$1.16M	7.76%	2
2020 Q1	$43M	Buy	353,628 +13,615	+4%	+$1.57M	11.7%	2
2019 Q4	$37.5M	Buy	340,013 +24,356	+8%	+$2.72M	11.6%	1
2019 Q3	$35.5M	Buy	315,657 +25,673	+9%	+$2.86M	11.04%	2
2019 Q2	$31.9M	Buy	289,984 +5,951	+2%	+$638K	10.02%	2
2019 Q1	$30.3M	Sell	284,033 -8,160	-3%	-$853K	9.96%	2
2018 Q4	$30.4M	Buy	292,193 +1,286	+0.4%	+$130K	11.33%	1
2018 Q3	$29.4M	Buy	+290,907	New	+$29.7M	9.22%	2

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

GM Advisory Group's IEF Position: Q1 2026 in Review

GM Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.02% in Q1 2026, buying an estimated $96 and bringing the position to 4,756 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #246.

GM Advisory Group first reported a position in IEF in Q3 2018 and has held it in 24 quarters since. The position peaked at $43M in Q1 2020. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

GM Advisory Group held 4,756 shares of iShares 7-10 Year Treasury Bond ETF worth $454K as of Q1 2026.
GM Advisory Group bought 1 iShares 7-10 Year Treasury Bond ETF share in Q1 2026, an estimated $96.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of GM Advisory Group's portfolio in Q1 2026, its #246 holding.
GM Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 24 quarters since.
GM Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $43M in Q1 2020.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.