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

Provenance Wealth 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	$851	Sell	9 -53	-85%	-$5.02K	﹤0.01%	521
2026 Q1	$5.92K	Sell	62 -28	-31%	-$2.69K	﹤0.01%	336
2025 Q4	$8.65K	Buy	90 +53	+143%	+$5.13K	﹤0.01%	313
2025 Q3	$3.57K	Buy	37 +28	+311%	+$2.68K	﹤0.01%	371
2025 Q2	$862	Hold	9	–	–	﹤0.01%	410
2025 Q1	$858	Hold	9	–	–	﹤0.01%	484
2024 Q4	$832	Sell	9 -61	-87%	-$5.76K	﹤0.01%	510
2024 Q3	$6.87K	Buy	70 +61	+678%	+$5.9K	﹤0.01%	376
2024 Q2	$843	Sell	9 -755	-99%	-$70.1K	﹤0.01%	460
2024 Q1	$72.3K	Hold	764	–	–	0.01%	204
2023 Q4	$73.6K	Buy	764 +755	+8,389%	+$69.8K	0.01%	184
2023 Q3	$824	Buy	+9	New	+$849	﹤0.01%	428

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

Provenance Wealth Advisors's IEF Position: Q2 2026 in Review

Provenance Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 85% in Q2 2026, selling an estimated $5.02K and leaving 9 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Provenance Wealth Advisors first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $73.6K in Q4 2023. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Provenance Wealth Advisors held 9 shares of iShares 7-10 Year Treasury Bond ETF worth $851 as of Q2 2026.
Provenance Wealth Advisors sold 53 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.02K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #521 holding.
Provenance Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $73.6K in Q4 2023.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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