Gradient Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Gradient Investments’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	$236K	Buy	2,499 +391	+19%	+$37K	﹤0.01%	431
2026 Q1	$201K	Sell	2,108 -38	-2%	-$3.65K	﹤0.01%	418
2025 Q4	$206K	Buy	+2,146	New	+$208K	﹤0.01%	340
2024 Q3	–	Sell	-316	Closed	-$29.6K	–	781
2024 Q2	$29.6K	Sell	316 -310	-50%	-$28.8K	﹤0.01%	572
2024 Q1	$59.3K	Sell	626 -136,977	-100%	-$13M	﹤0.01%	415
2023 Q4	$13.3M	Sell	137,603 -29,045	-17%	-$2.69M	0.32%	113
2023 Q3	$15.3M	Buy	166,648 +5,143	+3%	+$485K	0.4%	84
2023 Q2	$15.6M	Buy	+161,505	New	+$15.9M	0.4%	88
2022 Q4	–	Sell	-10	Closed	-$1K	–	1567
2022 Q3	$1K	Sell	10 -8	-44%	-$812	﹤0.01%	1243
2022 Q2	$2K	Buy	18 +11	+157%	+$1.13K	﹤0.01%	1046
2022 Q1	$1K	Buy	7 +4	+133%	+$444	﹤0.01%	1104
2021 Q4	$0	Sell	3 -25	-89%	-$2.87K	﹤0.01%	1278
2021 Q3	$3K	Sell	28 -5	-15%	-$585	﹤0.01%	956
2021 Q2	$4K	Buy	33 +5	+18%	+$572	﹤0.01%	912
2021 Q1	$3K	Sell	28 -46	-62%	-$5.36K	﹤0.01%	961
2020 Q4	$9K	Hold	74	–	–	﹤0.01%	719
2020 Q3	$9K	Sell	74 -41	-36%	-$5K	﹤0.01%	723
2020 Q2	$14K	Sell	115 -197	-63%	-$23.9K	﹤0.01%	595
2020 Q1	$38K	Buy	312 +284	+1,014%	+$32.7K	﹤0.01%	393
2019 Q4	$3K	Sell	28 -264	-90%	-$29.4K	﹤0.01%	893
2019 Q3	$33K	Buy	292 +143	+96%	+$16K	﹤0.01%	449
2019 Q2	$16K	Buy	149 +72	+94%	+$7.72K	﹤0.01%	549
2019 Q1	$8K	Buy	77 +49	+175%	+$5.12K	﹤0.01%	589
2018 Q4	$3K	Hold	28	–	–	﹤0.01%	782
2018 Q3	$3K	Buy	+28	New	+$2.86K	﹤0.01%	804
2018 Q2	–	Sell	-227	Closed	-$23K	–	1055
2018 Q1	$23K	Buy	+227	New	+$23.4K	﹤0.01%	451
2017 Q3	–	Sell	-35	Closed	-$4K	–	451
2017 Q2	$4K	Buy	+35	New	+$3.74K	﹤0.01%	612

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

Gradient Investments's IEF Position: Q2 2026 in Review

Gradient Investments increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 19% in Q2 2026, buying an estimated $37K and bringing the position to 2,499 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Gradient Investments first reported a position in IEF in Q2 2017 and has held it in 27 quarters since. The position peaked at $15.6M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Gradient Investments held 2,499 shares of iShares 7-10 Year Treasury Bond ETF worth $236K as of Q2 2026.
Gradient Investments bought 391 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $37K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #431 holding.
Gradient Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 27 quarters since.
Gradient Investments's iShares 7-10 Year Treasury Bond ETF position peaked at $15.6M in Q2 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.