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Investment Planning Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Investment Planning Advisors’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 		$369K Buy
3,904
+547
+16% +$51.8K 0.09% 84
2026
Q1 		$320K Buy
3,357
+1,253
+60% +$121K 0.09% 82
2025
Q4 		$202K Buy
2,104
+6
+0.3% +$581 0.06% 94
2025
Q3 		$202K Buy
+2,098
New +$201K 0.06% 87

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Investment Planning Advisors's IEF Position: Q2 2026 in Review

Investment Planning Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q2 2026, buying an estimated $51.8K and bringing the position to 3,904 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #84.

Investment Planning Advisors first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Investment Planning Advisors held 3,904 shares of iShares 7-10 Year Treasury Bond ETF worth $369K as of Q2 2026.
  • Investment Planning Advisors bought 547 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.8K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Investment Planning Advisors's portfolio in Q2 2026, its #84 holding.
  • Investment Planning Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.