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IFG Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

IFG Advisory’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
-118,345
Closed -$11.4M – 593
2025
Q4 		$11.4M Buy
118,345
+26,571
+29% +$2.57M 0.5% 47
2025
Q3 		$8.85M Buy
91,774
+4,465
+5% +$427K 0.4% 60
2025
Q2 		$8.36M Buy
87,309
+8,609
+11% +$814K 0.42% 59
2025
Q1 		$7.51M Buy
78,700
+7,293
+10% +$682K 0.42% 60
2024
Q4 		$6.6M Buy
71,407
+2,192
+3% +$207K 0.37% 68
2024
Q3 		$6.79M Buy
69,215
+5,718
+9% +$553K 0.43% 53
2024
Q2 		$5.95M Buy
63,497
+7,576
+14% +$704K 0.38% 61
2024
Q1 		$5.29M Buy
55,921
+52,939
+1,775% +$5.02M 0.39% 69
2023
Q4 		$287K Buy
2,982
+82
+3% +$7.58K 0.02% 481
2023
Q3 		$266K Buy
+2,900
New +$274K 0.02% 462
2023
Q2 		– Sell
-2,175
Closed -$216K – 398
2023
Q1 		$216K Buy
+2,175
New +$213K 0.02% 479
2022
Q4 		– Sell
-3,315
Closed -$318K – 515
2022
Q3 		$318K Buy
3,315
+135
+4% +$13.7K 0.03% 400
2022
Q2 		$325K Buy
+3,180
New +$326K 0.03% 362
2019
Q3 		– Sell
-2,224
Closed -$244K – 416
2019
Q2 		$244K Buy
+2,224
New +$238K 0.04% 306
2018
Q4 		– Sell
-3,168
Closed -$320K – 343
2018
Q3 		$320K Buy
3,168
+597
+23% +$60.9K 0.06% 282
2018
Q2 		$263K Sell
2,571
-522
-17% -$53.2K 0.05% 297
2018
Q1 		$319K Sell
3,093
-397
-11% -$40.9K 0.07% 259
2017
Q4 		$368K Buy
+3,490
New +$370K 0.08% 224

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

IFG Advisory's IEF Position: Q1 2026 in Review

IFG Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 118,345 shares — an estimated $11.4M sold.

IFG Advisory first reported a position in IEF in Q4 2017 and held it in 18 quarters. The position peaked at $11.4M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • IFG Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 118,345 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.4M.
  • IFG Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and held it in 18 quarters.
  • IFG Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $11.4M 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 IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.