Level Four Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Level Four Advisory Services’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	$805K	Buy	8,508 +487	+6%	+$46.1K	0.02%	488
2026 Q1	$766K	Buy	8,021 +241	+3%	+$23.2K	0.03%	479
2025 Q4	$748K	Buy	7,780 +1,844	+31%	+$178K	0.02%	474
2025 Q3	$573K	Buy	5,936 +56	+1%	+$5.35K	0.02%	524
2025 Q2	$563K	Sell	5,880 -3,252	-36%	-$307K	0.02%	490
2025 Q1	$871K	Sell	9,132 -42,683	-82%	-$3.99M	0.04%	379
2024 Q4	$4.79M	Sell	51,815 -12,725	-20%	-$1.2M	0.2%	141
2024 Q3	$6.1M	Buy	64,540 +3,239	+5%	+$313K	0.26%	111
2024 Q2	$5.74M	Buy	61,301 +11,140	+22%	+$1.03M	0.26%	106
2024 Q1	$4.83M	Hold	50,161	–	–	0.27%	98
2023 Q4	$4.83M	Buy	50,161 +544	+1%	+$50.3K	0.27%	92
2023 Q3	$4.54M	Sell	49,617 -648	-1%	-$61.1K	0.29%	84
2023 Q2	$4.86M	Buy	50,265 +24,169	+93%	+$2.38M	0.29%	80
2023 Q1	$2.59M	Buy	26,096 +1,929	+8%	+$189K	0.17%	144
2022 Q4	$2.31M	Buy	24,167 +19,602	+429%	+$1.88M	0.17%	144
2022 Q3	$438K	Sell	4,565 -243	-5%	-$24.7K	0.04%	335
2022 Q2	$492K	Sell	4,808 -130,861	-96%	-$13.4M	0.05%	338
2022 Q1	$14.6M	Buy	135,669 +58,412	+76%	+$6.48M	1.14%	10
2021 Q4	$8.88M	Buy	77,257 +2,747	+4%	+$316K	0.68%	25
2021 Q3	$8.59M	Buy	74,510 +1,030	+1%	+$120K	0.89%	18
2021 Q2	$8.49M	Buy	73,480 +17,826	+32%	+$2.04M	0.59%	33
2021 Q1	$6.29M	Buy	55,654 +12,242	+28%	+$1.43M	0.49%	39
2020 Q4	$5.21M	Sell	43,412 -33,833	-44%	-$4.07M	0.42%	53
2020 Q3	$9.41M	Buy	77,245 +4,318	+6%	+$527K	0.72%	21
2020 Q2	$8.88M	Sell	72,927 -1,761	-2%	-$214K	0.69%	23
2020 Q1	$9.07M	Buy	74,688 +46,065	+161%	+$5.3M	1.09%	13
2019 Q4	$3.15M	Buy	28,623 +5,906	+26%	+$658K	0.12%	180
2019 Q3	$2.56M	Buy	22,717 +1,249	+6%	+$139K	0.26%	83
2019 Q2	$2.36M	Buy	21,468 +13,371	+165%	+$1.43M	0.24%	96
2019 Q1	$863K	Buy	8,097 +3,877	+92%	+$405K	0.1%	213
2018 Q4	$440K	Sell	4,220 -3,046	-42%	-$309K	0.05%	322
2018 Q3	$735K	Sell	7,266 -352	-5%	-$35.9K	0.08%	263
2018 Q2	$781K	Sell	7,618 -31	-0.4%	-$3.16K	0.06%	287
2018 Q1	$789K	Buy	7,649 +32	+0.4%	+$3.29K	0.06%	274
2017 Q4	$804K	Buy	7,617 +5,065	+198%	+$537K	0.06%	283
2017 Q3	$272K	Buy	+2,552	New	+$273K	0.02%	437

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

Level Four Advisory Services's IEF Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.1% in Q2 2026, buying an estimated $46.1K and bringing the position to 8,508 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #488.

Level Four Advisory Services first reported a position in IEF in Q3 2017 and has held it in 36 quarters since. The position peaked at $14.6M in Q1 2022. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Level Four Advisory Services held 8,508 shares of iShares 7-10 Year Treasury Bond ETF worth $805K as of Q2 2026.
Level Four Advisory Services bought 487 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $46.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #488 holding.
Level Four Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and has held it in 36 quarters since.
Level Four Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $14.6M in Q1 2022.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.