OneDigital Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.3M | Buy |
299,624
+105,510
| +54% | +$9.98M | 0.24% | 82 |
|
|
2026
Q1 | $18.5M | Sell |
194,114
-4,876
| -2% | -$469K | 0.18% | 113 |
|
|
2025
Q4 | $19.1M | Sell |
198,990
-3,482
| -2% | -$337K | 0.19% | 109 |
|
|
2025
Q3 | $19.5M | Buy |
202,472
+17,347
| +9% | +$1.66M | 0.2% | 105 |
|
|
2025
Q2 | $17.7M | Buy |
185,125
+113,033
| +157% | +$10.7M | 0.2% | 105 |
|
|
2025
Q1 | $6.88M | Buy |
72,092
+19,089
| +36% | +$1.79M | 0.08% | 190 |
|
|
2024
Q4 | $4.9M | Sell |
53,003
-1,167
| -2% | -$110K | 0.06% | 244 |
|
|
2024
Q3 | $5.32M | Buy |
54,170
+206
| +0.4% | +$19.9K | 0.06% | 242 |
|
|
2024
Q2 | $5.05M | Sell |
53,964
-29,063
| -35% | -$2.7M | 0.06% | 230 |
|
|
2024
Q1 | $7.86M | Sell |
83,027
-19,432
| -19% | -$1.84M | 0.12% | 156 |
|
|
2023
Q4 | $9.88M | Buy |
102,459
+13,186
| +15% | +$1.22M | 0.17% | 121 |
|
|
2023
Q3 | $8.18M | Sell |
89,273
-42,928
| -32% | -$4.05M | 0.18% | 111 |
|
|
2023
Q2 | $12.8M | Sell |
132,201
-12,421
| -9% | -$1.22M | 0.28% | 75 |
|
|
2023
Q1 | $14.3M | Buy |
144,622
+32,896
| +29% | +$3.22M | 0.34% | 64 |
|
|
2022
Q4 | $10.7M | Buy |
111,726
+53,269
| +91% | +$5.12M | 0.31% | 71 |
|
|
2022
Q3 | $5.61M | Buy |
58,457
+25,355
| +77% | +$2.57M | 0.21% | 76 |
|
|
2022
Q2 | $3.39M | Buy |
33,102
+4,556
| +16% | +$468K | 0.15% | 101 |
|
|
2022
Q1 | $3.07M | Sell |
28,546
-2,901
| -9% | -$322K | 0.12% | 116 |
|
|
2021
Q4 | $3.62M | Buy |
31,447
+2,856
| +10% | +$328K | 0.13% | 109 |
|
|
2021
Q3 | $3.29M | Sell |
28,591
-581
| -2% | -$67.9K | 0.13% | 106 |
|
|
2021
Q2 | $3.37M | Buy |
29,172
+1,787
| +7% | +$205K | 0.14% | 97 |
|
|
2021
Q1 | $3.09M | Buy |
27,385
+11,744
| +75% | +$1.37M | 0.14% | 99 |
|
|
2020
Q4 | $1.88M | Buy |
15,641
+780
| +5% | +$93.8K | 0.1% | 148 |
|
|
2020
Q3 | $1.81M | Buy |
14,861
+1,068
| +8% | +$130K | 0.13% | 133 |
|
|
2020
Q2 | $1.68M | Buy |
13,793
+2,407
| +21% | +$292K | 0.12% | 153 |
|
|
2020
Q1 | $1.38M | Buy |
11,386
+5,242
| +85% | +$603K | 0.12% | 155 |
|
|
2019
Q4 | $677K | Buy |
6,144
+1,014
| +20% | +$113K | 0.05% | 244 |
|
|
2019
Q3 | $577K | Buy |
5,130
+558
| +12% | +$62.3K | 0.05% | 250 |
|
|
2019
Q2 | $503K | Buy |
+4,572
| New | +$490K | 0.04% | 251 |
|
|
2018
Q4 | – | Sell |
-1,642
| Closed | -$166K | – | 1184 |
|
|
2018
Q3 | $166K | Buy |
1,642
+916
| +126% | +$93.4K | 0.04% | 203 |
|
|
2018
Q2 | $74K | Hold |
726
| – | – | 0.02% | 395 |
|
|
2018
Q1 | $75K | Buy |
+726
| New | +$74.8K | 0.02% | 411 |
|
Other funds holding IEF
BTI
OneDigital Investment Advisors's IEF Position: Q2 2026 in Review
OneDigital Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 54% in Q2 2026, buying an estimated $9.98M and bringing the position to 299,624 shares worth $28.3M. The position accounts for 0.24% of the portfolio, ranked #82.
OneDigital Investment Advisors first reported a position in IEF in Q1 2018 and has held it in 32 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.
- OneDigital Investment Advisors held 299,624 shares of iShares 7-10 Year Treasury Bond ETF worth $28.3M as of Q2 2026.
- OneDigital Investment Advisors bought 105,510 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.98M.
- iShares 7-10 Year Treasury Bond ETF made up 0.24% of OneDigital Investment Advisors's portfolio in Q2 2026, its #82 holding.
- OneDigital Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2018 and has held it in 32 quarters since.
- 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.