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 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 $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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: Q1 2026 in Review

Sound Financial Strategies Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q1 2026, buying an estimated $2.21M and bringing the position to 166,309 shares worth $15.9M. The position accounts for 10.83% of the portfolio, ranked #2.

Sound Financial Strategies Group first reported a position in IEF in Q1 2020 and has held it in 15 quarters since. The position peaked at $73.9M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Sound Financial Strategies Group held 166,309 shares of iShares 7-10 Year Treasury Bond ETF worth $15.9M as of Q1 2026.
Sound Financial Strategies Group bought 22,988 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.21M.
iShares 7-10 Year Treasury Bond ETF made up 10.83% of Sound Financial Strategies Group's portfolio in Q1 2026, its #2 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 15 quarters since.
Sound Financial Strategies Group's iShares 7-10 Year Treasury Bond ETF position peaked at $73.9M in Q1 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.