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

Prism 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 		$1.55M Buy
16,419
+309
+2% +$29.2K 0.38% 42
2026
Q1 		$1.54M Buy
16,110
+609
+4% +$58.6K 0.41% 40
2025
Q4 		$1.49M Buy
15,501
+910
+6% +$88.1K 0.4% 40
2025
Q3 		$1.41M Buy
14,591
+412
+3% +$39.4K 0.38% 42
2025
Q2 		$1.36M Buy
14,179
+3,954
+39% +$374K 0.39% 39
2025
Q1 		$975K Sell
10,225
-307
-3% -$28.7K 0.3% 37
2024
Q4 		$974K Buy
10,532
+1,318
+14% +$125K 0.29% 37
2024
Q3 		$904K Buy
9,214
+751
+9% +$72.6K 0.26% 39
2024
Q2 		$793K Buy
8,463
+2,213
+35% +$206K 0.24% 38
2024
Q1 		$592K Buy
6,250
+618
+11% +$58.6K 0.18% 38
2023
Q4 		$543K Buy
5,632
+1,552
+38% +$144K 0.17% 42
2023
Q3 		$374K Buy
4,080
+691
+20% +$65.2K 0.13% 43
2023
Q2 		$327K Buy
3,389
+228
+7% +$22.4K 0.11% 42
2023
Q1 		$313K Buy
3,161
+490
+18% +$47.9K 0.11% 40
2022
Q4 		$256K Sell
2,671
-42
-2% -$4.03K 0.09% 40
2022
Q3 		$260K Sell
2,713
-85
-3% -$8.63K 0.1% 45
2022
Q2 		$286K Sell
2,798
-280
-9% -$28.7K 0.11% 40
2022
Q1 		$331K Sell
3,078
-484
-14% -$53.7K 0.11% 38
2021
Q4 		$410K Buy
3,562
+868
+32% +$99.8K 0.13% 38
2021
Q3 		$310K Buy
2,694
+151
+6% +$17.7K 0.11% 40
2021
Q2 		$294K Buy
2,543
+101
+4% +$11.6K 0.1% 42
2021
Q1 		$276K Buy
2,442
+349
+17% +$40.7K 0.1% 40
2020
Q4 		$251K Buy
2,093
+191
+10% +$23K 0.09% 46
2020
Q3 		$232K Buy
+1,902
New +$232K 0.1% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Prism Advisors's IEF Position: Q2 2026 in Review

Prism Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.9% in Q2 2026, buying an estimated $29.2K and bringing the position to 16,419 shares worth $1.55M. The position accounts for 0.38% of the portfolio, ranked #42.

Prism Advisors first reported a position in IEF in Q3 2020 and has held it in 24 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Prism Advisors held 16,419 shares of iShares 7-10 Year Treasury Bond ETF worth $1.55M as of Q2 2026.
  • Prism Advisors bought 309 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $29.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.38% of Prism Advisors's portfolio in Q2 2026, its #42 holding.
  • Prism Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.