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

Sovran 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	$2.61M	Sell	27,886 -4,037	-13%	-$382K	0.19%	144
2026 Q1	$3.03M	Sell	31,923 -13,247	-29%	-$1.27M	0.24%	108
2025 Q4	$4.35M	Sell	45,170 -264	-0.6%	-$25.5K	0.37%	74
2025 Q3	$4.4M	Buy	45,434 +7,138	+19%	+$682K	0.39%	70
2025 Q2	$3.61M	Buy	38,296 +7,351	+24%	+$695K	0.38%	68
2025 Q1	$2.93M	Buy	30,945 +6,976	+29%	+$653K	0.38%	68
2024 Q4	$2.19M	Buy	+23,969	New	+$2.26M	0.31%	82

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

Sovran Advisors's IEF Position: Q2 2026 in Review

Sovran Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q2 2026, selling an estimated $382K and leaving 27,886 shares worth $2.61M. The position accounts for 0.19% of the portfolio, ranked #144.

Sovran Advisors first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.4M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sovran Advisors held 27,886 shares of iShares 7-10 Year Treasury Bond ETF worth $2.61M as of Q2 2026.
Sovran Advisors sold 4,037 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $382K.
iShares 7-10 Year Treasury Bond ETF made up 0.19% of Sovran Advisors's portfolio in Q2 2026, its #144 holding.
Sovran Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $4.4M in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.