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

Independence Financial 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	$1.36M	Sell	14,356 -191,045	-93%	-$18.1M	0.35%	27
2026 Q1	$19.6M	Buy	205,401 +5,766	+3%	+$555K	5.88%	3
2025 Q4	$19.2M	Buy	199,635 +8,071	+4%	+$781K	5.28%	4
2025 Q3	$18.5M	Buy	191,564 +70,895	+59%	+$6.78M	5.63%	4
2025 Q2	$11.6M	Sell	120,669 -32,546	-21%	-$3.08M	4.49%	9
2025 Q1	$14.6M	Buy	+153,215	New	+$14.3M	5.56%	3

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

Independence Financial Advisors's IEF Position: Q2 2026 in Review

Independence Financial Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 93% in Q2 2026, selling an estimated $18.1M and leaving 14,356 shares worth $1.36M. The position accounts for 0.35% of the portfolio, ranked #27.

Independence Financial Advisors first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.6M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Independence Financial Advisors held 14,356 shares of iShares 7-10 Year Treasury Bond ETF worth $1.36M as of Q2 2026.
Independence Financial Advisors sold 191,045 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.1M.
iShares 7-10 Year Treasury Bond ETF made up 0.35% of Independence Financial Advisors's portfolio in Q2 2026, its #27 holding.
Independence Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Independence Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $19.6M in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.