Ignite Planners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ignite Planners’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	$627K	Sell	6,572 -75	-1%	-$7.21K	0.1%	209
2025 Q4	$638K	Sell	6,647 -126	-2%	-$12.2K	0.1%	212
2025 Q3	$653K	Sell	6,773 -98	-1%	-$9.37K	0.11%	189
2025 Q2	$649K	Buy	6,871 +2,266	+49%	+$214K	0.11%	178
2025 Q1	$439K	Buy	+4,605	New	+$431K	0.09%	221
2023 Q1	–	Sell	-4,553	Closed	-$451K	–	258
2022 Q4	$451K	Sell	4,553 -354	-7%	-$34K	0.19%	140
2022 Q3	$476K	Buy	+4,907	New	+$498K	0.38%	77
2022 Q1	–	Sell	-5,942	Closed	-$665K	–	188
2021 Q4	$665K	Buy	+5,942	New	+$683K	0.43%	69

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 $8.74B AUM 14.62% 1-Year Est. Return

Ignite Planners's IEF Position: Q1 2026 in Review

Ignite Planners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.1% in Q1 2026, selling an estimated $7.21K and leaving 6,572 shares worth $627K. The position accounts for 0.1% of the portfolio, ranked #209.

Ignite Planners first reported a position in IEF in Q4 2021 and has held it in 8 quarters since. The position peaked at $665K in Q4 2021. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Ignite Planners held 6,572 shares of iShares 7-10 Year Treasury Bond ETF worth $627K as of Q1 2026.
Ignite Planners sold 75 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.21K.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Ignite Planners's portfolio in Q1 2026, its #209 holding.
Ignite Planners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
Ignite Planners's iShares 7-10 Year Treasury Bond ETF position peaked at $665K in Q4 2021.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.