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

Resonant Capital 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	–	Sell	-19,572	Closed	-$1.87M	–	556
2026 Q1	$1.87M	Buy	+19,572	New	+$1.88M	0.1%	130
2024 Q1	–	Sell	-8,972	Closed	-$865K	–	344
2023 Q4	$865K	Buy	+8,972	New	+$830K	0.08%	142

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

Resonant Capital Advisors's IEF Position: Q2 2026 in Review

Resonant Capital Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 19,572 shares — an estimated $1.87M sold.

Resonant Capital Advisors first reported a position in IEF in Q4 2023 and held it in 2 quarters. The position peaked at $1.87M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Resonant Capital Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Resonant Capital Advisors sold 19,572 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.87M.
Resonant Capital Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
Resonant Capital Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.87M in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.