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 Q2	$1.52M	Sell	16,036 -468	-3%	-$44.3K	0.12%	95
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 $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

IBEX Wealth Advisors's IEF Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.8% in Q2 2026, selling an estimated $44.3K and leaving 16,036 shares worth $1.52M. The position accounts for 0.12% of the portfolio, ranked #95.

IBEX Wealth Advisors first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q2 2025. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

IBEX Wealth Advisors held 16,036 shares of iShares 7-10 Year Treasury Bond ETF worth $1.52M as of Q2 2026.
IBEX Wealth Advisors sold 468 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $44.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of IBEX Wealth Advisors's portfolio in Q2 2026, its #95 holding.
IBEX Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
IBEX Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.77M in Q2 2025.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.