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

One Wealth 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	$403K	Buy	+4,262	New	+$403K	0.04%	213
2023 Q3	–	Sell	-3,794	Closed	-$366K	–	205
2023 Q2	$366K	Buy	+3,794	New	+$373K	0.08%	132
2023 Q1	–	Sell	-869	Closed	-$83.2K	–	386
2022 Q4	$83.2K	Buy	+869	New	+$83.4K	0.02%	320
2022 Q3	–	Sell	-6,651	Closed	-$680K	–	183
2022 Q2	$680K	Buy	+6,651	New	+$682K	0.18%	72
2021 Q4	–	Sell	-2,294	Closed	-$264K	–	210
2021 Q3	$264K	Buy	+2,294	New	+$268K	0.08%	167

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 22.9% 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

One Wealth Advisors's IEF Position: Q2 2026 in Review

One Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 4,262 shares worth $403K. The stake represents 0.04% of the portfolio and ranks #213 among its holdings. This is a return to the name: One Wealth Advisors previously reported a position in IEF as recently as Q2 2023.

One Wealth Advisors first reported a position in IEF in Q3 2021 and has held it in 5 quarters since. The position peaked at $680K in Q2 2022. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

One Wealth Advisors held 4,262 shares of iShares 7-10 Year Treasury Bond ETF worth $403K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new One Wealth Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #213 holding.
One Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 5 quarters since.
One Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $680K in Q2 2022.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.