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

IFP 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 		$44.2M Buy
467,027
+112,935
+32% +$10.7M 0.8% 14
2026
Q1 		$33.8M Buy
354,092
+87,165
+33% +$8.38M 0.7% 18
2025
Q4 		$25.7M Buy
266,927
+198,298
+289% +$19.2M 0.58% 22
2025
Q3 		$6.62M Buy
68,629
+4,911
+8% +$470K 0.17% 124
2025
Q2 		$6.1M Buy
63,718
+14,771
+30% +$1.4M 0.17% 125
2025
Q1 		$4.67M Sell
48,947
-377
-0.8% -$35.3K 0.14% 156
2024
Q4 		$4.56M Buy
49,324
+2,494
+5% +$236K 0.15% 147
2024
Q3 		$4.6M Sell
46,830
-59,967
-56% -$5.8M 0.17% 134
2024
Q2 		$10M Buy
106,797
+37,384
+54% +$3.47M 0.4% 50
2024
Q1 		$6.57M Buy
69,413
+14,411
+26% +$1.37M 0.29% 70
2023
Q4 		$5.3M Buy
55,002
+21,406
+64% +$1.98M 0.25% 85
2023
Q3 		$3.08M Sell
33,596
-32,632
-49% -$3.08M 0.14% 146
2023
Q2 		$6.4M Buy
66,228
+9,364
+16% +$921K 0.27% 76
2023
Q1 		$5.95M Sell
56,864
-23,412
-29% -$2.29M 0.26% 78
2022
Q4 		$8.43M Sell
80,276
-73,698
-48% -$7.08M 0.23% 90
2022
Q3 		$16.1M Buy
153,974
+27,858
+22% +$2.83M 0.42% 37
2022
Q2 		$13.2M Hold
126,116
– – 0.42% 42
2022
Q1 		$13.2M Sell
126,116
-283,017
-69% -$31.4M 0.42% 42
2021
Q4 		$47.1M Buy
409,133
+231,179
+130% +$26.6M 0.92% 15
2021
Q3 		$20.5M Buy
177,954
+117,246
+193% +$13.7M 0.41% 27
2021
Q2 		$7M Sell
60,708
-3,693
-6% -$423K 0.14% 80
2021
Q1 		$7.27M Sell
64,401
-15,139
-19% -$1.76M 0.14% 71
2020
Q4 		$9.55M Sell
79,540
-38,610
-33% -$4.65M 0.39% 39
2020
Q3 		$14.4M Sell
118,150
-63,059
-35% -$7.69M 0.86% 14
2020
Q2 		$22.1M Buy
181,209
+61,281
+51% +$7.45M 1.75% 4
2020
Q1 		$14.4M Buy
119,928
+63,282
+112% +$7.28M 1.45% 5
2019
Q4 		$6.26M Sell
56,646
-82,899
-59% -$9.24M 0.47% 36
2019
Q3 		$15.7M Buy
+139,545
New +$15.6M 1.05% 10
2019
Q1 		$1.15M Sell
10,772
-14,218
-57% -$1.49M 0.16% 138
2018
Q4 		$2.59M Sell
24,990
-13,520
-35% -$1.37M 0.16% 150
2018
Q3 		$3.9M Sell
38,510
-12,064
-24% -$1.23M 0.16% 148
2018
Q2 		$5.18M Buy
50,574
+17,830
+54% +$1.82M 0.22% 104
2018
Q1 		$3.46M Hold
32,744
– – 0.16% 150
2017
Q4 		$3.46M Buy
32,744
+2,140
+7% +$227K 0.16% 150
2017
Q3 		$3.26M Buy
30,604
+1,526
+5% +$164K 0.13% 179
2017
Q2 		$3.1M Buy
29,078
+315
+1% +$33.6K 0.13% 177
2017
Q1 		$3.04M Sell
28,763
-3,012
-9% -$316K 0.13% 174
2016
Q4 		$3.33M Buy
31,775
+4,258
+15% +$457K 0.16% 144
2016
Q3 		$3.08M Sell
27,517
-2,550
-8% -$286K 0.16% 135
2016
Q2 		$3.4M Buy
30,067
+19,295
+179% +$2.13M 0.19% 107
2016
Q1 		$1.15M Sell
10,772
-12,622
-54% -$1.38M 0.16% 138
2015
Q4 		$2.47M Buy
+23,394
New +$2.49M 0.17% 131

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

IFP Advisors's IEF Position: Q2 2026 in Review

IFP Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 32% in Q2 2026, buying an estimated $10.7M and bringing the position to 467,027 shares worth $44.2M. The position accounts for 0.8% of the portfolio, ranked #14.

IFP Advisors first reported a position in IEF in Q4 2015 and has held it in 42 quarters since. The position peaked at $47.1M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • IFP Advisors held 467,027 shares of iShares 7-10 Year Treasury Bond ETF worth $44.2M as of Q2 2026.
  • IFP Advisors bought 112,935 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.7M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.8% of IFP Advisors's portfolio in Q2 2026, its #14 holding.
  • IFP Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $47.1M in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.