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

Sound View Wealth Advisors 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	$1.26M	Sell	13,253 -290	-2%	-$27.9K	0.09%	163
2025 Q4	$1.3M	Hold	13,543	–	–	0.09%	167
2025 Q3	$1.31M	Hold	13,543	–	–	0.09%	168
2025 Q2	$1.3M	Buy	13,543 +290	+2%	+$27.4K	0.1%	164
2025 Q1	$1.26M	Hold	13,253	–	–	0.1%	155
2024 Q4	$1.23M	Hold	13,253	–	–	0.1%	161
2024 Q3	$1.3M	Buy	13,253 +100	+0.8%	+$9.67K	0.11%	160
2024 Q2	$1.23M	Sell	13,153 -400	-3%	-$37.2K	0.13%	142
2024 Q1	$1.28M	Buy	13,553 +10,514	+346%	+$996K	0.14%	143
2023 Q4	$293K	Hold	3,039	–	–	0.03%	312
2023 Q3	$278K	Buy	3,039 +39	+1%	+$3.68K	0.03%	301
2023 Q2	$290K	Buy	3,000 +500	+20%	+$49.2K	0.04%	292
2023 Q1	$248K	Sell	2,500 -539	-18%	-$52.7K	0.03%	312
2022 Q4	$293K	Buy	+3,039	New	+$292K	0.03%	312

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 View Wealth Advisors Group's IEF Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q1 2026, selling an estimated $27.9K and leaving 13,253 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #163.

Sound View Wealth Advisors Group first reported a position in IEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.31M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Sound View Wealth Advisors Group held 13,253 shares of iShares 7-10 Year Treasury Bond ETF worth $1.26M as of Q1 2026.
Sound View Wealth Advisors Group sold 290 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $27.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #163 holding.
Sound View Wealth Advisors Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's iShares 7-10 Year Treasury Bond ETF position peaked at $1.31M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.