Sound Financial Strategies Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Sound Financial Strategies 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	$233K	Sell	2,460 -163,849	-99%	-$15.5M	0.15%	110
2026 Q1	$15.9M	Buy	166,309 +22,988	+16%	+$2.21M	10.83%	2
2025 Q4	$13.8M	Sell	143,321 -3,326	-2%	-$322K	9.73%	1
2025 Q3	$14.1M	Buy	146,647 +1,524	+1%	+$146K	10.33%	2
2025 Q2	$13.9M	Buy	145,123 +38,952	+37%	+$3.68M	11.75%	2
2025 Q1	$10.1M	Sell	106,171 -75,663	-42%	-$7.08M	9.04%	2
2024 Q4	$16.8M	Sell	181,834 -10,326	-5%	-$976K	14.02%	2
2024 Q3	$18.9M	Buy	+192,160	New	+$18.6M	15.14%	2
2024 Q2	–	Sell	-58	Closed	-$5.49K	–	97
2024 Q1	$5.49K	Hold	58	–	–	﹤0.01%	67
2023 Q4	$5.59K	Buy	+58	New	+$5.36K	﹤0.01%	66
2023 Q3	–	Sell	-3,102	Closed	-$300K	–	79
2023 Q2	$300K	Sell	3,102 -742,331	-100%	-$73M	0.22%	57
2023 Q1	$73.9M	Buy	+745,433	New	+$72.9M	49.3%	1
2021 Q1	–	Sell	-928	Closed	-$111K	–	91
2020 Q4	$111K	Sell	928 -69,624	-99%	-$8.38M	0.06%	74
2020 Q3	$8.6M	Sell	70,552 -1,370	-2%	-$167K	5.45%	4
2020 Q2	$8.77M	Buy	71,922 +643	+0.9%	+$78.1K	5.67%	4
2020 Q1	$8.66M	Buy	+71,279	New	+$8.2M	5.89%	4

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 22.9% 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

Sound Financial Strategies Group's IEF Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 99% in Q2 2026, selling an estimated $15.5M and leaving 2,460 shares worth $233K. The position accounts for 0.15% of the portfolio, ranked #110.

Sound Financial Strategies Group first reported a position in IEF in Q1 2020 and has held it in 16 quarters since. The position peaked at $73.9M in Q1 2023. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sound Financial Strategies Group held 2,460 shares of iShares 7-10 Year Treasury Bond ETF worth $233K as of Q2 2026.
Sound Financial Strategies Group sold 163,849 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.5M.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Sound Financial Strategies Group's portfolio in Q2 2026, its #110 holding.
Sound Financial Strategies Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 16 quarters since.
Sound Financial Strategies Group's iShares 7-10 Year Treasury Bond ETF position peaked at $73.9M in Q1 2023.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.