SOA Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SOA Wealth 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	$68.7K	Buy	726 +7	+1%	+$662	0.01%	335
2026 Q1	$68.6K	Buy	719 +4	+0.6%	+$385	0.01%	323
2025 Q4	$68.7K	Buy	715 +9	+1%	+$871	0.01%	319
2025 Q3	$68.1K	Sell	706 -64	-8%	-$6.12K	0.01%	336
2025 Q2	$73.7K	Sell	770 -1	-0.1%	-$95	0.01%	310
2025 Q1	$73.5K	Buy	771 +4	+0.5%	+$374	0.02%	289
2024 Q4	$70.9K	Buy	767 +9	+1%	+$850	0.01%	287
2024 Q3	$74.4K	Buy	758 +6	+0.8%	+$580	0.01%	272
2024 Q2	$70.5K	Buy	752 +6	+0.8%	+$557	0.01%	276
2024 Q1	$70.7K	Buy	746 +3	+0.4%	+$284	0.01%	270
2023 Q4	$71.6K	Sell	743 -96	-11%	-$8.88K	0.02%	264
2023 Q3	$76.8K	Buy	839 +38	+5%	+$3.58K	0.02%	250
2023 Q2	$77.4K	Buy	801 +5	+0.6%	+$492	0.02%	252
2023 Q1	$78.9K	Buy	796 +3	+0.4%	+$293	0.02%	245
2022 Q4	$76K	Buy	793 +6	+0.8%	+$576	0.02%	241
2022 Q3	$75K	Buy	787 +3	+0.4%	+$304	0.02%	225
2022 Q2	$80K	Buy	784 +3	+0.4%	+$308	0.02%	222
2022 Q1	$83K	Buy	781 +1	+0.1%	+$111	0.02%	252
2021 Q4	$89K	Sell	780 -74	-9%	-$8.51K	0.02%	233
2021 Q3	$98K	Buy	854 +1	+0.1%	+$117	0.03%	219
2021 Q2	$98K	Buy	853 +2	+0.2%	+$229	0.03%	217
2021 Q1	$96K	Hold	851	–	–	0.03%	200
2020 Q4	$100K	Buy	+851	New	+$102K	0.03%	191

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

SOA Wealth Advisors's IEF Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.97% in Q2 2026, buying an estimated $662 and bringing the position to 726 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #335.

SOA Wealth Advisors first reported a position in IEF in Q4 2020 and has held it in 23 quarters since. The position peaked at $100K in Q4 2020. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SOA Wealth Advisors held 726 shares of iShares 7-10 Year Treasury Bond ETF worth $68.7K as of Q2 2026.
SOA Wealth Advisors bought 7 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $662.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #335 holding.
SOA Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $100K in Q4 2020.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.