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

Mutual 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	$238M	Buy	2,512,956 +343,135	+16%	+$32.5M	4.47%	2
2026 Q1	$207M	Buy	2,169,821 +60,484	+3%	+$5.82M	4.44%	2
2025 Q4	$203M	Buy	2,109,337 +58,611	+3%	+$5.67M	4.35%	2
2025 Q3	$200M	Buy	2,050,726 +117,236	+6%	+$11.2M	4.4%	2
2025 Q2	$183M	Buy	1,933,490 +196,393	+11%	+$18.6M	4.57%	2
2025 Q1	$165M	Buy	1,737,097 +1,726,786	+16,747%	+$162M	4.73%	2
2024 Q4	$953K	Sell	10,311 -26,217	-72%	-$2.48M	0.03%	491
2024 Q3	$3.47M	Sell	36,528 -6,658	-15%	-$644K	0.1%	182
2024 Q2	$4.11M	Sell	43,186 -26,547	-38%	-$2.47M	0.12%	162
2024 Q1	$6.6M	Buy	69,733 +12,771	+22%	+$1.21M	0.21%	94
2023 Q4	$5.49M	Sell	56,962 -1,130,219	-95%	-$105M	0.19%	114
2023 Q3	$109M	Buy	1,187,181 +330,076	+39%	+$31.1M	4.24%	2
2023 Q2	$82.8M	Buy	857,105 +63,286	+8%	+$6.22M	3.14%	5
2023 Q1	$78.7M	Buy	793,819 +6,136	+0.8%	+$600K	3.23%	5
2022 Q4	$75.4M	Buy	787,683 +87,876	+13%	+$8.44M	3.38%	3
2022 Q3	$67.2M	Buy	699,807 +660,254	+1,669%	+$67M	3.46%	3
2022 Q2	$4.05M	Sell	39,553 -43,515	-52%	-$4.47M	0.27%	85
2022 Q1	$8.93M	Buy	83,068 +26,754	+48%	+$2.97M	0.5%	30
2021 Q4	$6.48M	Buy	56,314 +52,654	+1,439%	+$6.05M	0.34%	59
2021 Q3	$422K	Sell	3,660 -596	-14%	-$69.7K	0.03%	599
2021 Q2	$492K	Sell	4,256 -1,615	-28%	-$185K	0.03%	526
2021 Q1	$663K	Sell	5,871 -8,788	-60%	-$1.02M	0.05%	421
2020 Q4	$1.76M	Sell	14,659 -5,432	-27%	-$654K	0.13%	187
2020 Q3	$2.45M	Buy	20,091 +7,443	+59%	+$908K	0.21%	111
2020 Q2	$1.54M	Buy	+12,648	New	+$1.54M	0.15%	158
2020 Q1	–	Sell	-2,453	Closed	-$270K	–	603
2019 Q4	$270K	Sell	2,453 -3,183	-56%	-$355K	0.03%	487
2019 Q3	$634K	Buy	5,636 +3,119	+124%	+$348K	0.08%	269
2019 Q2	$277K	Buy	+2,517	New	+$270K	0.04%	460

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

Mutual Advisors's IEF Position: Q2 2026 in Review

Mutual Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q2 2026, buying an estimated $32.5M and bringing the position to 2,512,956 shares worth $238M. The position accounts for 4.47% of the portfolio, ranked #2.

Mutual Advisors first reported a position in IEF in Q2 2019 and has held it in 28 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Mutual Advisors held 2,512,956 shares of iShares 7-10 Year Treasury Bond ETF worth $238M as of Q2 2026.
Mutual Advisors bought 343,135 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $32.5M.
iShares 7-10 Year Treasury Bond ETF made up 4.47% of Mutual Advisors's portfolio in Q2 2026, its #2 holding.
Mutual Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 28 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.