Insigneo Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Insigneo Advisory Services’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	$1.41M	Buy	14,866 +7,687	+107%	+$727K	0.05%	249
2026 Q1	$685K	Buy	7,179 +3,014	+72%	+$290K	0.05%	294
2025 Q4	$401K	Sell	4,165 -3,696	-47%	-$358K	0.03%	423
2025 Q3	$758K	Buy	7,861 +2,509	+47%	+$240K	0.05%	258
2025 Q2	$513K	Buy	5,352 +1,795	+50%	+$170K	0.04%	342
2025 Q1	$339K	Buy	3,557 +414	+13%	+$38.7K	0.04%	388
2024 Q4	$291K	Sell	3,143 -51	-2%	-$4.82K	0.03%	428
2024 Q3	$313K	Buy	3,194 +156	+5%	+$15.1K	0.03%	437
2024 Q2	$297K	Buy	+3,038	New	+$282K	0.03%	415

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 22.9% 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

Insigneo Advisory Services's IEF Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 107% in Q2 2026, buying an estimated $727K and bringing the position to 14,866 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #249.

Insigneo Advisory Services first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Insigneo Advisory Services held 14,866 shares of iShares 7-10 Year Treasury Bond ETF worth $1.41M as of Q2 2026.
Insigneo Advisory Services bought 7,687 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $727K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #249 holding.
Insigneo Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.