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Silver Oak Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Silver Oak Securities’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 		$642K Sell
6,784
-810
-11% -$76.7K 0.04% 391
2026
Q1 		$725K Sell
7,594
-1,712
-18% -$165K 0.05% 335
2025
Q4 		$898K Sell
9,306
-507
-5% -$49.1K 0.06% 312
2025
Q3 		$947K Sell
9,813
-1,345
-12% -$129K 0.07% 274
2025
Q2 		$1.07M Sell
11,158
-17,166
-61% -$1.62M 0.09% 239
2025
Q1 		$2.69M Sell
28,324
-2,963
-9% -$277K 0.25% 87
2024
Q4 		$2.9M Buy
31,287
+11,332
+57% +$1.07M 0.27% 81
2024
Q3 		$1.96M Buy
19,955
+10,659
+115% +$1.03M 0.21% 110
2024
Q2 		$871K Sell
9,296
-2,886
-24% -$268K 0.13% 148
2024
Q1 		$1.15M Sell
12,182
-5,380
-31% -$510K 0.18% 127
2023
Q4 		$1.69M Buy
17,562
+9,403
+115% +$870K 0.23% 98
2023
Q3 		$747K Sell
8,159
-11,856
-59% -$1.12M 0.16% 118
2023
Q2 		$1.93M Buy
20,015
+5,554
+38% +$546K 0.31% 73
2023
Q1 		$1.43M Buy
14,461
+9,346
+183% +$914K 0.24% 80
2022
Q4 		$490K Sell
5,115
-3,044
-37% -$292K 0.09% 155
2022
Q3 		$747K Sell
8,159
-10,539
-56% -$1.07M 0.16% 118
2022
Q2 		$1.95M Sell
18,698
-6,995
-27% -$718K 0.44% 45
2022
Q1 		$2.68M Buy
+25,693
New +$2.85M 0.54% 36

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Silver Oak Securities's IEF Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, selling an estimated $76.7K and leaving 6,784 shares worth $642K. The position accounts for 0.04% of the portfolio, ranked #391.

Silver Oak Securities first reported a position in IEF in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.9M in Q4 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Silver Oak Securities held 6,784 shares of iShares 7-10 Year Treasury Bond ETF worth $642K as of Q2 2026.
  • Silver Oak Securities sold 810 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $76.7K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of Silver Oak Securities's portfolio in Q2 2026, its #391 holding.
  • Silver Oak Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Silver Oak Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $2.9M in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.