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

Sanctuary 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	$22.3M	Buy	235,282 +78,475	+50%	+$7.43M	0.1%	211
2026 Q1	$15M	Buy	156,807 +74,906	+91%	+$7.21M	0.08%	259
2025 Q4	$7.88M	Buy	81,901 +2,365	+3%	+$229K	0.04%	418
2025 Q3	$7.67M	Buy	79,536 +17,807	+29%	+$1.7M	0.04%	405
2025 Q2	$5.91M	Buy	61,729 +321	+0.5%	+$30.4K	0.04%	457
2025 Q1	$5.86M	Buy	61,408 +547	+0.9%	+$51.2K	0.04%	430
2024 Q4	$5.67M	Sell	60,861 -1,880	-3%	-$178K	0.04%	468
2024 Q3	$5.87M	Buy	62,741 +6,497	+12%	+$628K	0.04%	458
2024 Q2	$5.15M	Buy	+56,244	New	+$5.23M	0.04%	445

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

Sanctuary Advisors's IEF Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 50% in Q2 2026, buying an estimated $7.43M and bringing the position to 235,282 shares worth $22.3M. The position accounts for 0.1% of the portfolio, ranked #211.

Sanctuary Advisors first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sanctuary Advisors held 235,282 shares of iShares 7-10 Year Treasury Bond ETF worth $22.3M as of Q2 2026.
Sanctuary Advisors bought 78,475 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.43M.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Sanctuary Advisors's portfolio in Q2 2026, its #211 holding.
Sanctuary Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.