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

Procyon 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	$12.6M	Buy	133,606 +80,785	+153%	+$7.64M	0.55%	42
2026 Q1	$5.04M	Buy	52,821 +15,554	+42%	+$1.5M	0.25%	100
2025 Q4	$3.58M	Buy	+37,267	New	+$3.61M	0.18%	119

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

Procyon Advisors's IEF Position: Q2 2026 in Review

Procyon Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 153% in Q2 2026, buying an estimated $7.64M and bringing the position to 133,606 shares worth $12.6M. The position accounts for 0.55% of the portfolio, ranked #42.

Procyon Advisors first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Procyon Advisors held 133,606 shares of iShares 7-10 Year Treasury Bond ETF worth $12.6M as of Q2 2026.
Procyon Advisors bought 80,785 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.64M.
iShares 7-10 Year Treasury Bond ETF made up 0.55% of Procyon Advisors's portfolio in Q2 2026, its #42 holding.
Procyon Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.