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

Realta Investment 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 		$401K Sell
4,243
-478
-10% -$45.2K 0.12% 153
2026
Q1 		$451K Buy
4,721
+1
+0% +$96 0.16% 131
2025
Q4 		$454K Sell
4,720
-182
-4% -$17.6K 0.15% 131
2025
Q3 		$473K Buy
4,902
+1
+0% +$96 0.16% 127
2025
Q2 		$469K Sell
4,901
-842
-15% -$79.6K 0.19% 119
2025
Q1 		$548K Sell
5,743
-194
-3% -$18.2K 0.25% 98
2024
Q4 		$548K Sell
5,937
-297
-5% -$28.1K 0.22% 96
2024
Q3 		$597K Sell
6,234
-609
-9% -$58.9K 0.27% 91
2024
Q2 		$641K Buy
6,843
+5,962
+677% +$554K 0.13% 182
2024
Q1 		$83.4K Buy
+881
New +$83.5K 0.02% 494
2023
Q4 		– Sell
-870
Closed -$84K – 581
2023
Q3 		$84K Sell
870
-57
-6% -$5.38K 0.02% 477
2023
Q2 		$89.5K Buy
+927
New +$91.1K 0.02% 497
2023
Q1 		– Sell
-1,037
Closed -$99.3K – 591
2022
Q4 		$99.3K Sell
1,037
-50
-5% -$4.8K 0.02% 479
2022
Q3 		$104K Buy
+1,087
New +$110K 0.03% 447
2020
Q1 		– Sell
-596
Closed -$67K – 801
2019
Q4 		$67K Sell
596
-58
-9% -$6.47K 0.02% 599
2019
Q3 		$72K Sell
654
-12
-2% -$1.34K 0.02% 576
2019
Q2 		$71K Buy
666
+52
+8% +$5.57K 0.02% 592
2019
Q1 		$64K Buy
+614
New +$64.2K 0.03% 493

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

Realta Investment Advisors's IEF Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, selling an estimated $45.2K and leaving 4,243 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #153.

Realta Investment Advisors first reported a position in IEF in Q1 2019 and has held it in 18 quarters since. The position peaked at $641K in Q2 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Realta Investment Advisors held 4,243 shares of iShares 7-10 Year Treasury Bond ETF worth $401K as of Q2 2026.
  • Realta Investment Advisors sold 478 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $45.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of Realta Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Realta Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 18 quarters since.
  • Realta Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $641K in Q2 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.