McAdam LLC’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

McAdam LLC’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	$239K	Buy	+2,532	New	+$240K	0.01%	437
2020 Q4	–	Sell	-2,007	Closed	-$244K	–	166
2020 Q3	$244K	Sell	2,007 -328	-14%	-$40K	0.05%	120
2020 Q2	$285K	Hold	2,335	–	–	0.06%	91
2020 Q1	$284K	Buy	+2,335	New	+$269K	0.08%	76
2018 Q4	–	Sell	-314	Closed	-$32K	–	300
2018 Q3	$32K	Hold	314	–	–	0.01%	201
2018 Q2	$32K	Hold	314	–	–	0.01%	190
2018 Q1	$32K	Buy	+314	New	+$32.3K	0.01%	196

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

McAdam LLC's IEF Position: Q2 2026 in Review

McAdam LLC opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 2,532 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: McAdam LLC previously reported a position in IEF as recently as Q3 2020.

McAdam LLC first reported a position in IEF in Q1 2018 and has held it in 7 quarters since. The position peaked at $285K in Q2 2020. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

McAdam LLC held 2,532 shares of iShares 7-10 Year Treasury Bond ETF worth $239K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new McAdam LLC position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #437 holding.
McAdam LLC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 7 quarters since.
McAdam LLC's iShares 7-10 Year Treasury Bond ETF position peaked at $285K in Q2 2020.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.