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

One Degree 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	$5.22M	Buy	54,681 +2,600	+5%	+$250K	1.37%	21
2025 Q4	$5.01M	Buy	52,081 +15,301	+42%	+$1.48M	1.38%	19
2025 Q3	$3.55M	Sell	36,780 -8,021	-18%	-$767K	1.09%	22
2025 Q2	$4.29M	Sell	44,801 -5,203	-10%	-$492K	1.53%	17
2025 Q1	$4.77M	Buy	50,004 +37,296	+293%	+$3.49M	1.96%	15
2024 Q4	$1.18M	Sell	12,708 -35,169	-73%	-$3.32M	0.48%	28
2024 Q3	$4.71M	Buy	47,877 +11,638	+32%	+$1.13M	1.99%	14
2024 Q2	$3.39M	Buy	36,239 +2,701	+8%	+$251K	1.64%	20
2024 Q1	$3.17M	Buy	33,538 +148	+0.4%	+$14K	1.58%	19
2023 Q4	$3.16M	Buy	+33,390	New	+$3.09M	1.62%	20

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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 $8.74B AUM 14.62% 1-Year Est. Return

One Degree Advisors's IEF Position: Q1 2026 in Review

One Degree Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5% in Q1 2026, buying an estimated $250K and bringing the position to 54,681 shares worth $5.22M. The position accounts for 1.37% of the portfolio, ranked #21.

One Degree Advisors first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

One Degree Advisors held 54,681 shares of iShares 7-10 Year Treasury Bond ETF worth $5.22M as of Q1 2026.
One Degree Advisors bought 2,600 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $250K.
iShares 7-10 Year Treasury Bond ETF made up 1.37% of One Degree Advisors's portfolio in Q1 2026, its #21 holding.
One Degree Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on One Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.