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 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 $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

Insigneo Advisory Services's IEF Position: Q1 2026 in Review

Insigneo Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 72% in Q1 2026, buying an estimated $290K and bringing the position to 7,179 shares worth $685K. The position accounts for 0.05% of the portfolio, ranked #294.

Insigneo Advisory Services first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $758K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Insigneo Advisory Services held 7,179 shares of iShares 7-10 Year Treasury Bond ETF worth $685K as of Q1 2026.
Insigneo Advisory Services bought 3,014 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $290K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #294 holding.
Insigneo Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Insigneo Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $758K in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.