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Seven Mile Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Seven Mile Advisory’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
Q1 		– Sell
-187,941
Closed -$18.1M – 237
2025
Q4 		$18.1M Buy
187,941
+8,879
+5% +$859K 3.1% 9
2025
Q3 		$17.3M Buy
179,062
+176,561
+7,060% +$16.9M 2.79% 10
2025
Q2 		$240K Hold
2,501
– – 0.14% 143
2025
Q1 		$239K Buy
2,501
+62
+3% +$5.8K 0.16% 141
2024
Q4 		$225K Buy
2,439
+203
+9% +$19.2K 0.14% 141
2024
Q3 		$219K Buy
2,236
+30
+1% +$2.9K 0.15% 147
2024
Q2 		$207K Buy
2,206
+20
+0.9% +$1.86K 0.15% 139
2024
Q1 		$207K Buy
+2,186
New +$207K 0.16% 146

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Seven Mile Advisory's IEF Position: Q1 2026 in Review

Seven Mile Advisory sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 187,941 shares — an estimated $18.1M sold.

Seven Mile Advisory first reported a position in IEF in Q1 2024 and held it in 8 quarters. The position peaked at $18.1M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Seven Mile Advisory reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Seven Mile Advisory sold 187,941 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $18.1M.
  • Seven Mile Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and held it in 8 quarters.
  • Seven Mile Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $18.1M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.