Plante Moran Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Plante Moran Financial 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	$24K	Buy	+254	New	+$24K	﹤0.01%	449
2026 Q1	–	Sell	-147	Closed	-$14.1K	–	807
2025 Q4	$14.1K	Buy	+147	New	+$14.2K	﹤0.01%	507
2024 Q2	–	Sell	-15	Closed	-$1.42K	–	835
2024 Q1	$1.42K	Buy	+15	New	+$1.42K	﹤0.01%	777
2023 Q4	–	Sell	-61	Closed	-$5.59K	–	853
2023 Q3	$5.59K	Buy	+61	New	+$5.75K	﹤0.01%	593
2021 Q1	–	Sell	-93	Closed	-$11K	–	1047
2020 Q4	$11K	Buy	93 +87	+1,450%	+$10.5K	﹤0.01%	614
2020 Q3	$1K	Hold	6	–	–	﹤0.01%	811
2020 Q2	$1K	Sell	6 -63	-91%	-$7.66K	﹤0.01%	708
2020 Q1	$8K	Buy	+69	New	+$7.94K	﹤0.01%	523
2019 Q4	–	Sell	-954	Closed	-$107K	–	814
2019 Q3	$107K	Buy	+954	New	+$106K	0.03%	231
2016 Q1	–	Sell	-206	Closed	-$22K	–	942
2015 Q4	$22K	Buy	+206	New	+$22K	0.02%	430
2015 Q2	–	Sell	-1,149	Closed	-$125K	–	732
2015 Q1	$125K	Hold	1,149	–	–	0.09%	161
2014 Q4	$122K	Buy	+1,149	New	+$121K	0.09%	161

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Plante Moran Financial Advisors's IEF Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 254 shares worth $24K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in IEF as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in IEF in Q4 2014 and has held it in 12 quarters since. The position peaked at $125K in Q1 2015. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Plante Moran Financial Advisors held 254 shares of iShares 7-10 Year Treasury Bond ETF worth $24K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Plante Moran Financial Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #449 holding.
Plante Moran Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 12 quarters since.
Plante Moran Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $125K in Q1 2015.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.