Mount Yale Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Mount Yale Investment 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 Q1	$8.9M	Buy	93,249 +80,178	+613%	+$7.71M	0.21%	110
2025 Q4	$1.26M	Buy	13,071 +1,741	+15%	+$168K	0.06%	278
2025 Q3	$1.09M	Buy	11,330 +11,188	+7,879%	+$1.07M	0.08%	271
2025 Q2	$13.6K	Buy	+142	New	+$13.4K	﹤0.01%	1099
2021 Q1	–	Sell	-2,527	Closed	-$303K	–	426
2020 Q4	$303K	Buy	2,527 +403	+19%	+$48.5K	0.04%	296
2020 Q3	$259K	Buy	+2,124	New	+$259K	0.04%	292
2018 Q4	–	Sell	-2,268	Closed	-$227K	–	519
2018 Q3	$227K	Hold	2,268	–	–	0.04%	292
2018 Q2	$232K	Hold	2,268	–	–	0.04%	288
2018 Q1	$234K	Buy	+2,268	New	+$234K	0.05%	275

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Mount Yale Investment Advisors's IEF Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 613% in Q1 2026, buying an estimated $7.71M and bringing the position to 93,249 shares worth $8.9M. The position accounts for 0.21% of the portfolio, ranked #110.

Mount Yale Investment Advisors first reported a position in IEF in Q1 2018 and has held it in 9 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Mount Yale Investment Advisors held 93,249 shares of iShares 7-10 Year Treasury Bond ETF worth $8.9M as of Q1 2026.
Mount Yale Investment Advisors bought 80,178 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.71M.
iShares 7-10 Year Treasury Bond ETF made up 0.21% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #110 holding.
Mount Yale Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 9 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.