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Guardian Wealth Advisors (North Carolina)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-1
Closed -$68 – 471
2026
Q1 		$68 Buy
+1
New +$96 ﹤0.01% 610
2025
Q3 		– Sell
-25
Closed -$2.39K – 439
2025
Q2 		$2.39K Sell
25
-88
-78% -$8.32K ﹤0.01% 524
2025
Q1 		$10.8K Buy
113
+9
+9% +$842 ﹤0.01% 461
2024
Q4 		$9.57K Sell
104
-73
-41% -$6.9K ﹤0.01% 447
2024
Q3 		$17.4K Sell
177
-249
-58% -$24.1K ﹤0.01% 361
2024
Q2 		$39.9K Sell
426
-309
-42% -$28.7K ﹤0.01% 312
2024
Q1 		$69.5K Sell
735
-1,319
-64% -$125K 0.01% 300
2023
Q4 		$198K Buy
2,054
+887
+76% +$82K 0.03% 244
2023
Q3 		$107K Buy
1,167
+708
+154% +$66.8K 0.02% 257
2023
Q2 		$44.4K Sell
459
-1,136
-71% -$112K 0.01% 291
2023
Q1 		$158K Buy
+1,595
New +$156K 0.03% 223
2022
Q3 		– Sell
-51
Closed -$5K – 352
2022
Q2 		$5K Hold
51
– – ﹤0.01% 311
2022
Q1 		$5K Hold
51
– – ﹤0.01% 225
2021
Q4 		$6K Buy
+51
New +$5.86K ﹤0.01% 215

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

Guardian Wealth Advisors (North Carolina)'s IEF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 1 share — an estimated $68 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IEF in Q4 2021 and held it in 14 quarters. The position peaked at $198K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1 iShares 7-10 Year Treasury Bond ETF share in Q2 2026, an estimated $68.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares 7-10 Year Treasury Bond ETF position peaked at $198K 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.