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

Professional 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	$220K	Buy	+2,331	New	+$221K	0.04%	138
2025 Q3	–	Sell	-56,573	Closed	-$5.42M	–	127
2025 Q2	$5.42M	Buy	+56,573	New	+$5.35M	1.26%	12
2022 Q4	–	Sell	-244	Closed	-$23K	–	250
2022 Q3	$23K	Sell	244 -152	-38%	-$15.4K	0.01%	210
2022 Q2	$41K	Sell	396 -56,230	-99%	-$5.77M	0.02%	162
2022 Q1	$6.09M	Buy	56,626 +25,794	+84%	+$2.86M	2.63%	8
2021 Q4	$3.55M	Buy	+30,832	New	+$3.54M	1.53%	13

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

Professional Financial Advisors's IEF Position: Q2 2026 in Review

Professional Financial Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 2,331 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings. This is a return to the name: Professional Financial Advisors previously reported a position in IEF as recently as Q2 2025.

Professional Financial Advisors first reported a position in IEF in Q4 2021 and has held it in 6 quarters since. The position peaked at $6.09M in Q1 2022. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Professional Financial Advisors held 2,331 shares of iShares 7-10 Year Treasury Bond ETF worth $220K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Professional Financial Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Professional Financial Advisors's portfolio in Q2 2026, its #138 holding.
Professional Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 6 quarters since.
Professional Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $6.09M in Q1 2022.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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