Net Worth Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Net Worth Advisory Group’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	$422K	Sell	4,460 -115,041	-96%	-$10.9M	0.11%	200
2026 Q1	$11.4M	Buy	119,501 +2,781	+2%	+$268K	2.36%	7
2025 Q4	$11.2M	Buy	116,720 +12,085	+12%	+$1.17M	2.27%	7
2025 Q3	$10.1M	Sell	104,635 -5,863	-5%	-$561K	2.92%	4
2025 Q2	$10.6M	Buy	110,498 +2,418	+2%	+$229K	2.35%	6
2025 Q1	$10.3M	Buy	108,080 +2,400	+2%	+$225K	3.24%	4
2024 Q4	$9.77M	Sell	105,680 -1,082	-1%	-$102K	2.97%	4
2024 Q3	$10.5M	Buy	+106,762	New	+$10.3M	3.11%	4

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

Net Worth Advisory Group's IEF Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 96% in Q2 2026, selling an estimated $10.9M and leaving 4,460 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #200.

Net Worth Advisory Group first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Net Worth Advisory Group held 4,460 shares of iShares 7-10 Year Treasury Bond ETF worth $422K as of Q2 2026.
Net Worth Advisory Group sold 115,041 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.9M.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Net Worth Advisory Group's portfolio in Q2 2026, its #200 holding.
Net Worth Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $11.4M in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.