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

OneDigital Investment 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
2020
Q3 		– Sell
-900
Closed -$1K – 690
2020
Q2 		$1K Hold
900
– – ﹤0.01% 642
2020
Q1 		$1K Buy
+900
New +$104K ﹤0.01% 565

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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. 915 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.
  • 915 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.