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Hershey Financial Advisers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hershey Financial Advisers’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 		– Sell
-40,100
Closed -$3.86M – 91
2025
Q4 		$3.86M Buy
40,100
+2,396
+6% +$232K 3.26% 8
2025
Q3 		$3.64M Buy
+37,704
New +$3.6M 3.12% 9

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 $9.54B AUM 19.86% 1-Year Est. Return

Hershey Financial Advisers's IEF Position: Q1 2026 in Review

Hershey Financial Advisers sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 40,100 shares — an estimated $3.86M sold.

Hershey Financial Advisers first reported a position in IEF in Q3 2025 and held it in 2 quarters. The position peaked at $3.86M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Hershey Financial Advisers reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Hershey Financial Advisers sold 40,100 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.86M.
  • Hershey Financial Advisers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Hershey Financial Advisers's iShares 7-10 Year Treasury Bond ETF position peaked at $3.86M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.