Joel Adams & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Joel Adams & Associates’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	$422K	Sell	4,423 -659	-13%	-$63.4K	0.31%	45
2025 Q4	$489K	Buy	5,082 +350	+7%	+$33.9K	0.37%	40
2025 Q3	$456K	Buy	4,732 +616	+15%	+$58.9K	0.37%	39
2025 Q2	$394K	Buy	4,116 +123	+3%	+$11.6K	0.35%	37
2025 Q1	$381K	Buy	3,993 +246	+7%	+$23K	0.34%	39
2024 Q4	$346K	Buy	+3,747	New	+$354K	0.31%	40

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

Joel Adams & Associates's IEF Position: Q1 2026 in Review

Joel Adams & Associates reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q1 2026, selling an estimated $63.4K and leaving 4,423 shares worth $422K. The position accounts for 0.31% of the portfolio, ranked #45.

Joel Adams & Associates first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $489K in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Joel Adams & Associates held 4,423 shares of iShares 7-10 Year Treasury Bond ETF worth $422K as of Q1 2026.
Joel Adams & Associates sold 659 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $63.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.31% of Joel Adams & Associates's portfolio in Q1 2026, its #45 holding.
Joel Adams & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $489K in Q4 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.