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 Q2	$2.82M	Buy	29,786 +3,691	+14%	+$349K	0.29%	80
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 $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

Lifeworks Advisors's IEF Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q2 2026, buying an estimated $349K and bringing the position to 29,786 shares worth $2.82M. The position accounts for 0.29% of the portfolio, ranked #80.

Lifeworks Advisors first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.31M in Q1 2025. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Lifeworks Advisors held 29,786 shares of iShares 7-10 Year Treasury Bond ETF worth $2.82M as of Q2 2026.
Lifeworks Advisors bought 3,691 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $349K.
iShares 7-10 Year Treasury Bond ETF made up 0.29% of Lifeworks Advisors's portfolio in Q2 2026, its #80 holding.
Lifeworks Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Lifeworks Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $9.31M in Q1 2025.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.