Investment Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Investment Advisory Group’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	$288K	Buy	3,020 +41	+1%	+$3.94K	0.07%	151
2025 Q4	$286K	Sell	2,979 -2	-0.1%	-$194	0.07%	150
2025 Q3	$288K	Sell	2,981 -2	-0.1%	-$191	0.08%	144
2025 Q2	$286K	Buy	2,983 +1	+0%	+$95	0.09%	139
2025 Q1	$284K	Sell	2,982 -835	-22%	-$78.1K	0.1%	132
2024 Q4	$353K	Buy	3,817 +81	+2%	+$7.65K	0.12%	113
2024 Q3	$367K	Sell	3,736 -50	-1%	-$4.83K	0.13%	114
2024 Q2	$355K	Sell	3,786 -2	-0.1%	-$186	0.14%	104
2024 Q1	$359K	Sell	3,788 -51	-1%	-$4.83K	0.15%	100
2023 Q4	$370K	Buy	3,839 +1,166	+44%	+$108K	0.17%	95
2023 Q3	$245K	Buy	+2,673	New	+$252K	0.13%	115

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

Investment Advisory Group's IEF Position: Q1 2026 in Review

Investment Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.4% in Q1 2026, buying an estimated $3.94K and bringing the position to 3,020 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #151.

Investment Advisory Group first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $370K in Q4 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Investment Advisory Group held 3,020 shares of iShares 7-10 Year Treasury Bond ETF worth $288K as of Q1 2026.
Investment Advisory Group bought 41 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.94K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Investment Advisory Group's portfolio in Q1 2026, its #151 holding.
Investment Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Investment Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $370K in Q4 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.