Independent Advisor Alliance’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Independent Advisor Alliance’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	$4.39M	Buy	45,953 +27,734	+152%	+$2.67M	0.05%	342
2025 Q4	$1.75M	Buy	18,219 +656	+4%	+$63.5K	0.04%	336
2025 Q3	$1.69M	Buy	17,563 +7,261	+70%	+$694K	0.04%	329
2025 Q2	$987K	Buy	10,302 +792	+8%	+$74.9K	0.03%	423
2025 Q1	$907K	Sell	9,510 -12,675	-57%	-$1.19M	0.03%	389
2024 Q4	$2.05M	Buy	+22,185	New	+$2.1M	0.03%	505
2020 Q1	–	Sell	-42,518	Closed	-$4.69M	–	605
2019 Q4	$4.69M	Buy	+42,518	New	+$4.74M	0.2%	114

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 $9.54B AUM 19.86% 1-Year Est. Return

Independent Advisor Alliance's IEF Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 152% in Q1 2026, buying an estimated $2.67M and bringing the position to 45,953 shares worth $4.39M. The position accounts for 0.05% of the portfolio, ranked #342.

Independent Advisor Alliance first reported a position in IEF in Q4 2019 and has held it in 7 quarters since. The position peaked at $4.69M in Q4 2019. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Independent Advisor Alliance held 45,953 shares of iShares 7-10 Year Treasury Bond ETF worth $4.39M as of Q1 2026.
Independent Advisor Alliance bought 27,734 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.67M.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #342 holding.
Independent Advisor Alliance first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 7 quarters since.
Independent Advisor Alliance's iShares 7-10 Year Treasury Bond ETF position peaked at $4.69M in Q4 2019.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.