Prosperity Consulting Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Prosperity Consulting Group’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	$511K	Sell	5,399 -870	-14%	-$82.3K	0.02%	384
2026 Q1	$598K	Sell	6,269 -157	-2%	-$15.1K	0.03%	330
2025 Q4	$618K	Sell	6,426 -388	-6%	-$37.5K	0.03%	326
2025 Q3	$657K	Sell	6,814 -2,197	-24%	-$210K	0.03%	305
2025 Q2	$863K	Sell	9,011 -69	-0.8%	-$6.52K	0.06%	249
2025 Q1	$866K	Sell	9,080 -940	-9%	-$87.9K	0.07%	242
2024 Q4	$926K	Sell	10,020 -1,984	-17%	-$187K	0.07%	234
2024 Q3	$1.18M	Sell	12,004 -2,917	-20%	-$282K	0.09%	210
2024 Q2	$1.4M	Sell	14,921 -3,419	-19%	-$318K	0.19%	113
2024 Q1	$1.74M	Buy	+18,340	New	+$1.74M	0.22%	110

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

Prosperity Consulting Group's IEF Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q2 2026, selling an estimated $82.3K and leaving 5,399 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #384.

Prosperity Consulting Group first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.74M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Prosperity Consulting Group held 5,399 shares of iShares 7-10 Year Treasury Bond ETF worth $511K as of Q2 2026.
Prosperity Consulting Group sold 870 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $82.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Prosperity Consulting Group's portfolio in Q2 2026, its #384 holding.
Prosperity Consulting Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.74M in Q1 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.