Phil A. Younker & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Phil A. Younker & Associates’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	–	Sell	-9,705	Closed	-$926K	–	33
2026 Q1	$926K	Hold	9,705	–	–	0.62%	19
2025 Q4	$933K	Hold	9,705	–	–	0.65%	19
2025 Q3	$936K	Hold	9,705	–	–	0.72%	15
2025 Q2	$929K	Hold	9,705	–	–	0.92%	17
2025 Q1	$926K	Buy	9,705 +250	+3%	+$23.4K	0.91%	16
2024 Q4	$874K	Buy	+9,455	New	+$893K	0.87%	15

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

Phil A. Younker & Associates's IEF Position: Q2 2026 in Review

Phil A. Younker & Associates sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 9,705 shares — an estimated $926K sold.

Phil A. Younker & Associates first reported a position in IEF in Q4 2024 and held it in 6 quarters. The position peaked at $936K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Phil A. Younker & Associates reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Phil A. Younker & Associates sold 9,705 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $926K.
Phil A. Younker & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 6 quarters.
Phil A. Younker & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $936K 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 Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.