Shared Vision Wealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Shared Vision Wealth Group’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	$700K	Buy	+7,399	New	+$700K	0.24%	56
2025 Q4	–	Sell	-2,485	Closed	-$243K	–	102
2025 Q3	$243K	Buy	+2,485	New	+$238K	0.1%	86
2025 Q2	–	Sell	-2,378	Closed	-$227K	–	85
2025 Q1	$227K	Sell	2,378 -150	-6%	-$14K	0.12%	76
2024 Q4	$234K	Buy	+2,528	New	+$239K	0.12%	70
2024 Q1	–	Sell	-4,830	Closed	-$466K	–	80
2023 Q4	$466K	Buy	+4,830	New	+$447K	0.31%	45

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

Shared Vision Wealth Group's IEF Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 7,399 shares worth $700K. The stake represents 0.24% of the portfolio and ranks #56 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in IEF as recently as Q3 2025.

Shared Vision Wealth Group first reported a position in IEF in Q4 2023 and has held it in 5 quarters since. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Shared Vision Wealth Group held 7,399 shares of iShares 7-10 Year Treasury Bond ETF worth $700K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Shared Vision Wealth Group position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.24% of Shared Vision Wealth Group's portfolio in Q2 2026, its #56 holding.
Shared Vision Wealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.