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Signature Estate & Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Signature Estate & Investment 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 		$220K Sell
2,331
-9,763
-81% -$924K ﹤0.01% 624
2026
Q1 		$1.15M Buy
12,094
+105
+0.9% +$10.1K 0.02% 249
2025
Q4 		$1.15M Buy
11,989
+101
+0.8% +$9.77K 0.02% 238
2025
Q3 		$1.15M Sell
11,888
-21
-0.2% -$2.01K 0.02% 228
2025
Q2 		$1.14M Buy
11,909
+1,161
+11% +$110K 0.03% 211
2025
Q1 		$1.03M Sell
10,748
-151
-1% -$14.1K 0.03% 214
2024
Q4 		$1.01M Sell
10,899
-1,437
-12% -$136K 0.03% 215
2024
Q3 		$1.21M Sell
12,336
-822
-6% -$79.5K 0.03% 174
2024
Q2 		$1.23M Buy
+13,158
New +$1.22M 0.03% 168
2020
Q2 		– Sell
-2,248
Closed -$273K – 147
2020
Q1 		$273K Sell
2,248
-810
-26% -$93.2K 0.02% 111
2019
Q4 		$338K Buy
+3,058
New +$341K 0.02% 127

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Signature Estate & Investment Advisors's IEF Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 81% in Q2 2026, selling an estimated $924K and leaving 2,331 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Signature Estate & Investment Advisors first reported a position in IEF in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.23M in Q2 2024. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,331 shares of iShares 7-10 Year Treasury Bond ETF worth $220K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 9,763 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $924K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #624 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 11 quarters since.
  • Signature Estate & Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.23M in Q2 2024.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.