Independent Family Office’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Independent Family Office’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	$326K	Sell	3,444 -1,525	-31%	-$144K	0.13%	69
2026 Q1	$474K	Hold	4,969	–	–	0.2%	65
2025 Q4	$478K	Sell	4,969 -4,213	-46%	-$408K	0.2%	56
2025 Q3	$886K	Sell	9,182 -3,076	-25%	-$294K	0.37%	42
2025 Q2	$1.17M	Hold	12,258	–	–	0.54%	34
2025 Q1	$1.17M	Sell	12,258 -4,357	-26%	-$408K	0.61%	29
2024 Q4	$1.54M	Sell	16,615 -9,186	-36%	-$868K	0.8%	22
2024 Q3	$2.53M	Buy	25,801 +5,712	+28%	+$552K	1.27%	16
2024 Q2	$1.88M	Sell	20,089 -4,233	-17%	-$393K	1.07%	18
2024 Q1	$2.3M	Buy	24,322 +280	+1%	+$26.5K	1.24%	19
2023 Q4	$2.32M	Hold	24,042	–	–	1.31%	16
2023 Q3	$2.2M	Buy	24,042 +1,439	+6%	+$136K	1.38%	15
2023 Q2	$2.18M	Buy	22,603 +2,025	+10%	+$199K	1.32%	15
2023 Q1	$2.04M	Buy	20,578 +100	+0.5%	+$9.78K	1.18%	16
2022 Q4	$1.96M	Hold	20,478	–	–	1.18%	18
2022 Q3	$1.97M	Hold	20,478	–	–	0.97%	16
2022 Q2	$2.1K	Buy	20,478 +8,062	+65%	+$827K	1.03%	14
2022 Q1	$1.33M	Buy	12,416 +10,453	+533%	+$1.16M	0.44%	24
2021 Q4	$226K	Hold	1,963	–	–	0.09%	53
2021 Q3	$226K	Hold	1,963	–	–	0.09%	46
2021 Q2	$227K	Hold	1,963	–	–	0.09%	53
2021 Q1	$222K	Hold	1,963	–	–	0.09%	60
2020 Q4	$235K	Hold	1,963	–	–	0.1%	57
2020 Q3	$239K	Hold	1,963	–	–	0.11%	53
2020 Q2	$239K	Hold	1,963	–	–	0.12%	56
2020 Q1	$238K	Hold	1,963	–	–	0.15%	50
2019 Q4	$216K	Buy	+1,963	New	+$219K	0.14%	50

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

Independent Family Office's IEF Position: Q2 2026 in Review

Independent Family Office reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 31% in Q2 2026, selling an estimated $144K and leaving 3,444 shares worth $326K. The position accounts for 0.13% of the portfolio, ranked #69.

Independent Family Office first reported a position in IEF in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.53M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Independent Family Office held 3,444 shares of iShares 7-10 Year Treasury Bond ETF worth $326K as of Q2 2026.
Independent Family Office sold 1,525 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $144K.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Independent Family Office's portfolio in Q2 2026, its #69 holding.
Independent Family Office first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
Independent Family Office's iShares 7-10 Year Treasury Bond ETF position peaked at $2.53M in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.