Smartleaf Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Smartleaf Asset Management’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	$42.4K	Hold	446	–	–	﹤0.01%	1605
2026 Q1	$42.5K	Sell	446 -2	-0.4%	-$192	﹤0.01%	1541
2025 Q4	$43.2K	Sell	448 -16,056	-97%	-$1.55M	﹤0.01%	1622
2025 Q3	$1.59M	Buy	16,504 +16,064	+3,651%	+$1.54M	0.1%	231
2025 Q2	$42K	Sell	440 -16,321	-97%	-$1.54M	﹤0.01%	1237
2025 Q1	$1.59M	Buy	16,761 +374	+2%	+$35K	0.15%	155
2024 Q4	$1.52M	Buy	16,387 +1,669	+11%	+$158K	0.15%	149
2024 Q3	$1.45M	Sell	14,718 -1,851	-11%	-$179K	0.18%	137
2024 Q2	$1.56M	Buy	16,569 +1,415	+9%	+$131K	0.26%	89
2024 Q1	$1.44M	Buy	15,154 +14,789	+4,052%	+$1.4M	0.28%	81
2023 Q4	$35.3K	Buy	+365	New	+$33.8K	0.01%	585

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

Smartleaf Asset Management's IEF Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 446 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Smartleaf Asset Management first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Smartleaf Asset Management held 446 shares of iShares 7-10 Year Treasury Bond ETF worth $42.4K as of Q2 2026.
Smartleaf Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1605 holding.
Smartleaf Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.59M in Q1 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.