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

Icon 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	$679K	Buy	7,164 +186	+3%	+$17.9K	0.04%	223
2025 Q4	$671K	Sell	6,978 -7,364	-51%	-$713K	0.04%	223
2025 Q3	$1.38M	Buy	14,342 +6,577	+85%	+$629K	0.09%	149
2025 Q2	$744K	Buy	7,765 +137	+2%	+$13K	0.05%	205
2025 Q1	$728K	Buy	7,628 +49	+0.6%	+$4.58K	0.06%	177
2024 Q4	$701K	Buy	7,579 +2,018	+36%	+$191K	0.06%	173
2024 Q3	$546K	Sell	5,561 -1,650	-23%	-$160K	0.05%	200
2024 Q2	$693K	Buy	7,211 +1,728	+32%	+$161K	0.06%	171
2024 Q1	$519K	Buy	5,483 +144	+3%	+$13.6K	0.05%	202
2023 Q4	$515K	Buy	+5,339	New	+$494K	0.05%	189
2022 Q4	$611K	Buy	6,377 +4,239	+198%	+$407K	0.07%	176
2022 Q3	$205K	Buy	+2,138	New	+$217K	0.02%	290

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

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

Icon Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.7% in Q1 2026, buying an estimated $17.9K and bringing the position to 7,164 shares worth $679K. The position accounts for 0.04% of the portfolio, ranked #223.

Icon Wealth Advisors first reported a position in IEF in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.38M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Icon Wealth Advisors held 7,164 shares of iShares 7-10 Year Treasury Bond ETF worth $679K as of Q1 2026.
Icon Wealth Advisors bought 186 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $17.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Icon Wealth Advisors's portfolio in Q1 2026, its #223 holding.
Icon Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.38M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.