International Assets Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

International Assets Investment Management’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	$1.17M	Sell	12,416 -430	-3%	-$40.7K	0.07%	250
2026 Q1	$1.22M	Sell	12,846 -342	-3%	-$32.9K	0.08%	231
2025 Q4	$1.27M	Sell	13,188 -60	-0.5%	-$5.81K	0.09%	206
2025 Q3	$1.26M	Hold	13,248	–	–	0.1%	193
2025 Q2	$1.27M	Sell	13,248 -1,735	-12%	-$164K	0.1%	191
2025 Q1	$1.43M	Buy	14,983 +404	+3%	+$37.8K	0.13%	165
2024 Q4	$1.35M	Buy	+14,579	New	+$1.38M	0.11%	169
2024 Q3	–	Sell	-12,939	Closed	-$1.21M	–	2169
2024 Q2	$1.21M	Sell	12,939 -1,703	-12%	-$158K	0.11%	164
2024 Q1	$1.37M	Buy	14,642 +809	+6%	+$76.7K	0.14%	154
2023 Q4	$1.33M	Buy	+13,833	New	+$1.28M	0.17%	130
2022 Q3	–	Sell	-340,350	Closed	-$20.8K	–	528
2022 Q2	$20.8K	Buy	+340,350	New	+$34.9M	1.87%	3

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

International Assets Investment Management's IEF Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.3% in Q2 2026, selling an estimated $40.7K and leaving 12,416 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #250.

International Assets Investment Management first reported a position in IEF in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.43M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

International Assets Investment Management held 12,416 shares of iShares 7-10 Year Treasury Bond ETF worth $1.17M as of Q2 2026.
International Assets Investment Management sold 430 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $40.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of International Assets Investment Management's portfolio in Q2 2026, its #250 holding.
International Assets Investment Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 11 quarters since.
International Assets Investment Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.43M in Q1 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.