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

Sequoia Financial 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	$1.2M	Sell	12,675 -9,726	-43%	-$920K	0.01%	860
2026 Q1	$2.14M	Buy	22,401 +12,297	+122%	+$1.18M	0.01%	584
2025 Q4	$972K	Sell	10,104 -1,245	-11%	-$120K	0.01%	902
2025 Q3	$1.09M	Buy	11,349 +2,677	+31%	+$256K	0.01%	734
2025 Q2	$830K	Buy	8,672 +1,690	+24%	+$160K	0.01%	767
2025 Q1	$666K	Buy	6,982 +3,401	+95%	+$318K	0.01%	753
2024 Q4	$331K	Buy	3,581 +1,157	+48%	+$109K	﹤0.01%	985
2024 Q3	$238K	Buy	+2,424	New	+$234K	﹤0.01%	1090

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

Sequoia Financial Advisors's IEF Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 43% in Q2 2026, selling an estimated $920K and leaving 12,675 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #860.

Sequoia Financial Advisors first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sequoia Financial Advisors held 12,675 shares of iShares 7-10 Year Treasury Bond ETF worth $1.2M as of Q2 2026.
Sequoia Financial Advisors sold 9,726 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $920K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #860 holding.
Sequoia Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.14M 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.