IBEX Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

IBEX Wealth Advisors’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	$1.58M	Sell	16,504 -892	-5%	-$85.8K	0.15%	86
2025 Q4	$1.67M	Sell	17,396 -156	-0.9%	-$15.1K	0.16%	90
2025 Q3	$1.69M	Sell	17,552 -948	-5%	-$90.6K	0.16%	93
2025 Q2	$1.77M	Sell	18,500 -21	-0.1%	-$1.99K	0.19%	83
2025 Q1	$1.77M	Buy	18,521 +143	+0.8%	+$13.4K	0.23%	84
2024 Q4	$1.7M	Buy	+18,378	New	+$1.74M	0.2%	86

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

IBEX Wealth Advisors's IEF Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.1% in Q1 2026, selling an estimated $85.8K and leaving 16,504 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #86.

IBEX Wealth Advisors first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.77M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

IBEX Wealth Advisors held 16,504 shares of iShares 7-10 Year Treasury Bond ETF worth $1.58M as of Q1 2026.
IBEX Wealth Advisors sold 892 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $85.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of IBEX Wealth Advisors's portfolio in Q1 2026, its #86 holding.
IBEX Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
IBEX Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.77M in Q2 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.