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

Lifeworks 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 Q1	$2.49M	Sell	26,095 -6,828	-21%	-$657K	0.32%	85
2025 Q4	$3.17M	Sell	32,923 -22,133	-40%	-$2.14M	0.41%	75
2025 Q3	$5.31M	Buy	55,056 +5,727	+12%	+$548K	0.71%	43
2025 Q2	$4.72M	Sell	49,329 -48,253	-49%	-$4.56M	0.7%	42
2025 Q1	$9.31M	Buy	97,582 +48,174	+98%	+$4.51M	1.55%	11
2024 Q4	$4.57M	Buy	49,408 +16,626	+51%	+$1.57M	0.82%	38
2024 Q3	$3.22M	Buy	32,782 +29,996	+1,077%	+$2.9M	0.63%	48
2024 Q2	$261K	Buy	+2,786	New	+$259K	0.07%	187

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

Lifeworks Advisors's IEF Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q1 2026, selling an estimated $657K and leaving 26,095 shares worth $2.49M. The position accounts for 0.32% of the portfolio, ranked #85.

Lifeworks Advisors first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.31M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Lifeworks Advisors held 26,095 shares of iShares 7-10 Year Treasury Bond ETF worth $2.49M as of Q1 2026.
Lifeworks Advisors sold 6,828 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $657K.
iShares 7-10 Year Treasury Bond ETF made up 0.32% of Lifeworks Advisors's portfolio in Q1 2026, its #85 holding.
Lifeworks Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Lifeworks Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $9.31M in Q1 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.