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J.W. Cole Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

J.W. Cole 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 		$581K Buy
+6,145
New +$582K 0.01% 958
2026
Q1 		– Sell
-6,032
Closed -$532K – 1086
2025
Q4 		$532K Buy
6,032
+1,185
+24% +$115K 0.01% 876
2025
Q3 		$467K Sell
4,847
-2,818
-37% -$269K 0.01% 1009
2025
Q2 		$734K Buy
7,665
+2,509
+49% +$237K 0.02% 787
2025
Q1 		$492K Buy
5,156
+1,302
+34% +$122K 0.02% 774
2024
Q4 		$356K Sell
3,854
-1,952
-34% -$184K 0.01% 723
2024
Q3 		$570K Buy
5,806
+1,048
+22% +$101K 0.02% 556
2024
Q2 		$446K Sell
4,758
-9,563
-67% -$888K 0.02% 550
2024
Q1 		$1.36M Buy
14,321
+10,622
+287% +$1.01M 0.07% 277
2023
Q4 		$357K Buy
3,699
+1,303
+54% +$121K 0.02% 583
2023
Q3 		$219K Sell
2,396
-9,367
-80% -$883K 0.02% 655
2023
Q2 		$1.14M Buy
11,763
+5,089
+76% +$500K 0.08% 249
2023
Q1 		$662K Buy
6,674
+2,983
+81% +$292K 0.05% 380
2022
Q4 		$354K Sell
3,691
-2,884
-44% -$277K 0.03% 505
2022
Q3 		$631K Buy
6,575
+2,822
+75% +$286K 0.05% 345
2022
Q2 		$384K Sell
3,753
-2,680
-42% -$275K 0.03% 477
2022
Q1 		$691K Sell
6,433
-2,029
-24% -$225K 0.05% 364
2021
Q4 		$973K Buy
+8,462
New +$973K 0.06% 308
2021
Q3 		– Sell
-14,131
Closed -$1.63M – 577
2021
Q2 		$1.63M Sell
14,131
-18,083
-56% -$2.07M 0.13% 186
2021
Q1 		$3.64M Buy
32,214
+8,162
+34% +$951K 0.35% 63
2020
Q4 		$2.88M Buy
24,052
+18,452
+330% +$2.22M 0.3% 80
2020
Q3 		$682K Sell
5,600
-38,383
-87% -$4.68M 0.05% 335
2020
Q2 		$5.36M Buy
43,983
+31,986
+267% +$3.89M 0.81% 29
2020
Q1 		$1.46M Sell
11,997
-5,637
-32% -$649K 2.82% 5
2019
Q4 		$1.94M Buy
+17,634
New +$1.97M 0.25% 112

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

J.W. Cole Advisors's IEF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 6,145 shares worth $581K. The stake represents 0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IEF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IEF in Q4 2019 and has held it in 25 quarters since. The position peaked at $5.36M in Q2 2020. 398 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • J.W. Cole Advisors held 6,145 shares of iShares 7-10 Year Treasury Bond ETF worth $581K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #958 holding.
  • J.W. Cole Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • J.W. Cole Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.36M in Q2 2020.
  • 398 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.