Morris Financial Concepts’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Morris Financial Concepts’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	$3.78K	Hold	40	–	–	﹤0.01%	194
2026 Q1	$3.82K	Hold	40	–	–	﹤0.01%	187
2025 Q4	$3.85K	Hold	40	–	–	﹤0.01%	185
2025 Q3	$3.86K	Hold	40	–	–	﹤0.01%	188
2025 Q2	$3.83K	Hold	40	–	–	﹤0.01%	185
2025 Q1	$3.81K	Hold	40	–	–	﹤0.01%	184
2024 Q4	$3.7K	Hold	40	–	–	﹤0.01%	171
2024 Q3	$3.92K	Hold	40	–	–	﹤0.01%	178
2024 Q2	$3.75K	Hold	40	–	–	﹤0.01%	149
2024 Q1	$3.79K	Hold	40	–	–	﹤0.01%	151
2023 Q4	$3.86K	Hold	40	–	–	﹤0.01%	149
2023 Q3	$3.66K	Hold	40	–	–	﹤0.01%	137
2023 Q2	$3.86K	Buy	+40	New	+$3.93K	﹤0.01%	140
2022 Q2	–	Sell	-13	Closed	-$1K	–	130
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	115
2021 Q4	$1K	Buy	+13	New	+$1.49K	﹤0.01%	105

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

Morris Financial Concepts's IEF Position: Q2 2026 in Review

Morris Financial Concepts held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 40 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Morris Financial Concepts first reported a position in IEF in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.92K in Q3 2024. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Morris Financial Concepts held 40 shares of iShares 7-10 Year Treasury Bond ETF worth $3.78K as of Q2 2026.
Morris Financial Concepts left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #194 holding.
Morris Financial Concepts first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
Morris Financial Concepts's iShares 7-10 Year Treasury Bond ETF position peaked at $3.92K in Q3 2024.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.