Integrated Investment Consultants’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Integrated Investment Consultants’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	$202K	Sell	2,134 -23	-1%	-$2.18K	0.04%	260
2026 Q1	$206K	Hold	2,157	–	–	0.04%	248
2025 Q4	$207K	Hold	2,157	–	–	0.04%	251
2025 Q3	$208K	Hold	2,157	–	–	0.04%	313
2025 Q2	$207K	Buy	+2,157	New	+$204K	0.04%	306
2024 Q4	–	Sell	-2,074	Closed	-$204K	–	333
2024 Q3	$204K	Buy	+2,074	New	+$201K	0.04%	284
2018 Q2	–	Sell	-1,840	Closed	-$190K	–	418
2018 Q1	$190K	Buy	+1,840	New	+$189K	0.08%	193
2017 Q3	$196K	Hold	1,840	–	–	0.09%	161
2017 Q2	$196K	Buy	1,840 +235	+15%	+$25.1K	0.09%	154
2017 Q1	$169K	Hold	1,605	–	–	0.08%	176
2016 Q4	$168K	Hold	1,605	–	–	0.08%	169
2016 Q3	$177K	Buy	1,605 +115	+8%	+$12.9K	0.09%	151
2016 Q2	$168K	Sell	1,490 -115	-7%	-$12.7K	0.1%	158
2016 Q1	$178K	Buy	+1,605	New	+$175K	0.1%	133

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

Integrated Investment Consultants's IEF Position: Q2 2026 in Review

Integrated Investment Consultants reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.1% in Q2 2026, selling an estimated $2.18K and leaving 2,134 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #260.

Integrated Investment Consultants first reported a position in IEF in Q1 2016 and has held it in 14 quarters since. The position peaked at $208K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Integrated Investment Consultants held 2,134 shares of iShares 7-10 Year Treasury Bond ETF worth $202K as of Q2 2026.
Integrated Investment Consultants sold 23 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.18K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Integrated Investment Consultants's portfolio in Q2 2026, its #260 holding.
Integrated Investment Consultants first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2016 and has held it in 14 quarters since.
Integrated Investment Consultants's iShares 7-10 Year Treasury Bond ETF position peaked at $208K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.