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Great Valley Advisor Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Great Valley Advisor 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 		$12.5M Sell
131,050
-1,132
-0.9% -$109K 0.23% 106
2025
Q4 		$12.7M Sell
132,182
-29,891
-18% -$2.89M 0.24% 94
2025
Q3 		$15.6M Buy
162,073
+7,874
+5% +$753K 0.31% 83
2025
Q2 		$14.8M Buy
154,199
+79,629
+107% +$7.53M 0.33% 81
2025
Q1 		$7.11M Buy
74,570
+13,778
+23% +$1.29M 0.15% 145
2024
Q4 		$5.62M Buy
60,792
+1,981
+3% +$187K 0.13% 161
2024
Q3 		$5.77M Buy
58,811
+5,777
+11% +$558K 0.14% 154
2024
Q2 		$4.97M Sell
53,034
-182
-0.3% -$16.9K 0.14% 158
2024
Q1 		$5.04M Buy
53,216
+11,117
+26% +$1.05M 0.15% 146
2023
Q4 		$4.06M Sell
42,099
-9,697
-19% -$897K 0.14% 160
2023
Q3 		$4.74M Sell
51,796
-2,955
-5% -$279K 0.2% 126
2023
Q2 		$5.29M Sell
54,751
-11
-0% -$1.08K 0.22% 116
2023
Q1 		$5.43M Sell
54,762
-19,530
-26% -$1.91M 0.25% 103
2022
Q4 		$7.12M Buy
74,292
+34,986
+89% +$3.36M 0.36% 66
2022
Q3 		$3.77M Buy
39,306
+13,877
+55% +$1.41M 0.21% 119
2022
Q2 		$2.6M Buy
25,429
+1,831
+8% +$188K 0.14% 162
2022
Q1 		$2.54M Buy
23,598
+3,435
+17% +$381K 0.15% 170
2021
Q4 		$2.32M Buy
20,163
+3,790
+23% +$436K 0.14% 166
2021
Q3 		$1.89M Buy
16,373
+1,922
+13% +$225K 0.13% 182
2021
Q2 		$1.67M Buy
14,451
+475
+3% +$54.4K 0.12% 182
2021
Q1 		$1.58M Sell
13,976
-1,232
-8% -$144K 0.15% 148
2020
Q4 		$1.82M Buy
15,208
+1,059
+7% +$127K 0.19% 119
2020
Q3 		$1.72M Sell
14,149
-147
-1% -$17.9K 0.21% 104
2020
Q2 		$1.74M Buy
14,296
+534
+4% +$64.9K 0.29% 96
2020
Q1 		$1.67M Buy
13,762
+2,793
+25% +$321K 0.44% 63
2019
Q4 		$1.21M Buy
10,969
+396
+4% +$44.1K 0.27% 114
2019
Q3 		$1.19M Buy
10,573
+600
+6% +$66.9K 0.29% 103
2019
Q2 		$1.1M Buy
9,973
+872
+10% +$93.5K 0.28% 112
2019
Q1 		$971K Buy
9,101
+966
+12% +$101K 0.31% 94
2018
Q4 		$848K Buy
+8,135
New +$824K 0.32% 83

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Great Valley Advisor Group's IEF Position: Q1 2026 in Review

Great Valley Advisor Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.86% in Q1 2026, selling an estimated $109K and leaving 131,050 shares worth $12.5M. The position accounts for 0.23% of the portfolio, ranked #106.

Great Valley Advisor Group first reported a position in IEF in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.6M in Q3 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Great Valley Advisor Group held 131,050 shares of iShares 7-10 Year Treasury Bond ETF worth $12.5M as of Q1 2026.
  • Great Valley Advisor Group sold 1,132 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $109K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.23% of Great Valley Advisor Group's portfolio in Q1 2026, its #106 holding.
  • Great Valley Advisor Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's iShares 7-10 Year Treasury Bond ETF position peaked at $15.6M in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.