JFS Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

JFS Wealth 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	$6.71K	Buy	+71	New	+$6.72K	﹤0.01%	1166
2025 Q1	–	Sell	-1,181	Closed	-$109K	–	1964
2024 Q4	$109K	Buy	+1,181	New	+$112K	0.01%	354
2024 Q3	–	Sell	-2,393	Closed	-$224K	–	1988
2024 Q2	$224K	Buy	2,393 +21	+0.9%	+$1.95K	0.02%	230
2024 Q1	$225K	Buy	2,372 +12	+0.5%	+$1.14K	0.02%	234
2023 Q4	$228K	Buy	2,360 +2,037	+631%	+$188K	0.02%	220
2023 Q3	$29.6K	Buy	+323	New	+$30.5K	﹤0.01%	459
2018 Q4	–	Sell	-193	Closed	-$20K	–	494
2018 Q3	$20K	Hold	193	–	–	0.01%	326
2018 Q2	$20K	Hold	193	–	–	0.01%	312
2018 Q1	$20K	Hold	193	–	–	0.01%	316
2017 Q4	$20K	Hold	193	–	–	﹤0.01%	332
2017 Q3	$21K	Hold	193	–	–	0.01%	314
2017 Q2	$21K	Hold	193	–	–	0.01%	297
2017 Q1	$20K	Hold	193	–	–	0.01%	307
2016 Q4	$20K	Buy	+193	New	+$20.7K	0.01%	307
2016 Q2	–	Sell	-98	Closed	-$11K	–	555
2016 Q1	$11K	Hold	98	–	–	﹤0.01%	382
2015 Q4	$10K	Buy	+98	New	+$10.4K	﹤0.01%	390
2015 Q1	–	Sell	-605	Closed	-$64K	–	527
2014 Q4	$64K	Buy	+605	New	+$63.8K	0.01%	160
2014 Q3	–	Sell	-557	Closed	-$58K	–	492
2014 Q2	$58K	Buy	+557	New	+$57.2K	0.01%	169

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

JFS Wealth Advisors's IEF Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 71 shares worth $6.71K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in IEF as recently as Q4 2024.

JFS Wealth Advisors first reported a position in IEF in Q2 2014 and has held it in 18 quarters since. The position peaked at $228K in Q4 2023. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

JFS Wealth Advisors held 71 shares of iShares 7-10 Year Treasury Bond ETF worth $6.71K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new JFS Wealth Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1166 holding.
JFS Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and has held it in 18 quarters since.
JFS Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $228K in Q4 2023.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.