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 Q2	$12.7M	Buy	+133,965	New	+$12.7M	0.44%	48
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 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

IFG Advisory's IEF Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 133,965 shares worth $12.7M. The stake represents 0.44% of the portfolio and ranks #48 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IEF as recently as Q4 2025.

IFG Advisory first reported a position in IEF in Q4 2017 and has held it in 19 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

IFG Advisory held 133,965 shares of iShares 7-10 Year Treasury Bond ETF worth $12.7M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new IFG Advisory position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.44% of IFG Advisory's portfolio in Q2 2026, its #48 holding.
IFG Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 19 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.