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 Q2	$561K	Sell	5,931 -1,233	-17%	-$117K	0.03%	263
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 $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

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

Icon Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q2 2026, selling an estimated $117K and leaving 5,931 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #263.

Icon Wealth Advisors first reported a position in IEF in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.38M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Icon Wealth Advisors held 5,931 shares of iShares 7-10 Year Treasury Bond ETF worth $561K as of Q2 2026.
Icon Wealth Advisors sold 1,233 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $117K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #263 holding.
Icon Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.38M in Q3 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.