PFS Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

PFS Partners’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	$53.6K	Hold	567	–	–	0.02%	194
2026 Q1	$54.1K	Hold	567	–	–	0.02%	171
2025 Q4	$54.5K	Hold	567	–	–	0.02%	174
2025 Q3	$54.7K	Buy	+567	New	+$54.2K	0.03%	166
2024 Q2	–	Sell	-148	Closed	-$14.1K	–	453
2024 Q1	$14.1K	Hold	148	–	–	0.01%	238
2023 Q4	$14.2K	Buy	148 +2	+1%	+$185	0.01%	226
2023 Q3	$13.4K	Buy	146 +1	+0.7%	+$94	0.01%	211
2023 Q2	$14K	Buy	+145	New	+$14.3K	0.01%	226

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

PFS Partners's IEF Position: Q2 2026 in Review

PFS Partners held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 567 shares worth $53.6K. The position accounts for 0.02% of the portfolio, ranked #194.

PFS Partners first reported a position in IEF in Q2 2023 and has held it in 8 quarters since. The position peaked at $54.7K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

PFS Partners held 567 shares of iShares 7-10 Year Treasury Bond ETF worth $53.6K as of Q2 2026.
PFS Partners left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of PFS Partners's portfolio in Q2 2026, its #194 holding.
PFS Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 8 quarters since.
PFS Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $54.7K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.