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

MONECO 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	$247K	Sell	2,610 -48	-2%	-$4.54K	0.02%	527
2026 Q1	$254K	Sell	2,658 -338	-11%	-$32.5K	0.02%	444
2025 Q4	$288K	Buy	+2,996	New	+$290K	0.02%	405
2025 Q1	–	Sell	-2,211	Closed	-$204K	–	475
2024 Q4	$204K	Sell	2,211 -775	-26%	-$73.2K	0.02%	452
2024 Q3	$293K	Buy	2,986 +388	+15%	+$37.5K	0.04%	342
2024 Q2	$243K	Buy	+2,598	New	+$241K	0.04%	365

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

MONECO Advisors's IEF Position: Q2 2026 in Review

MONECO Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.8% in Q2 2026, selling an estimated $4.54K and leaving 2,610 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #527.

MONECO Advisors first reported a position in IEF in Q2 2024 and has held it in 6 quarters since. The position peaked at $293K in Q3 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

MONECO Advisors held 2,610 shares of iShares 7-10 Year Treasury Bond ETF worth $247K as of Q2 2026.
MONECO Advisors sold 48 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.54K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #527 holding.
MONECO Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 6 quarters since.
MONECO Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $293K in Q3 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.