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 Q2	$329K	Sell	3,477 -3,095	-47%	-$293K	0.05%	327
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 $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

Ignite Planners's IEF Position: Q2 2026 in Review

Ignite Planners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 47% in Q2 2026, selling an estimated $293K and leaving 3,477 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #327.

Ignite Planners first reported a position in IEF in Q4 2021 and has held it in 9 quarters since. The position peaked at $665K in Q4 2021. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Ignite Planners held 3,477 shares of iShares 7-10 Year Treasury Bond ETF worth $329K as of Q2 2026.
Ignite Planners sold 3,095 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $293K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Ignite Planners's portfolio in Q2 2026, its #327 holding.
Ignite Planners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 9 quarters since.
Ignite Planners's iShares 7-10 Year Treasury Bond ETF position peaked at $665K in Q4 2021.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.