Milestone Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Milestone Asset Management’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	$261K	Sell	2,756 -63,011	-96%	-$5.96M	0.04%	237
2026 Q1	$6.28M	Buy	65,767 +63,615	+2,956%	+$6.12M	1.16%	15
2025 Q4	$207K	Sell	2,152 -1	-0%	-$97	0.04%	208
2025 Q3	$208K	Sell	2,153 -10,661	-83%	-$1.02M	0.04%	220
2025 Q2	$1.23M	Buy	+12,814	New	+$1.21M	0.26%	70
2024 Q3	–	Sell	-8,533	Closed	-$799K	–	211
2024 Q2	$799K	Buy	8,533 +5,229	+158%	+$486K	0.2%	96
2024 Q1	$313K	Sell	3,304 -952	-22%	-$90.2K	0.09%	138
2023 Q4	$410K	Buy	4,256 +770	+22%	+$71.2K	0.14%	46
2023 Q3	$316K	Sell	3,486 -366	-10%	-$34.5K	0.11%	58
2023 Q2	$372K	Buy	3,852 +51	+1%	+$5.01K	0.16%	40
2023 Q1	$377K	Sell	3,801 -900	-19%	-$88K	0.22%	46
2022 Q4	$465K	Buy	+4,701	New	+$451K	0.28%	34

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

Milestone Asset Management's IEF Position: Q2 2026 in Review

Milestone Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 96% in Q2 2026, selling an estimated $5.96M and leaving 2,756 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #237.

Milestone Asset Management first reported a position in IEF in Q4 2022 and has held it in 12 quarters since. The position peaked at $6.28M in Q1 2026. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Milestone Asset Management held 2,756 shares of iShares 7-10 Year Treasury Bond ETF worth $261K as of Q2 2026.
Milestone Asset Management sold 63,011 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.96M.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Milestone Asset Management's portfolio in Q2 2026, its #237 holding.
Milestone Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
Milestone Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.28M in Q1 2026.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.