Stelac Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stelac Advisory Services’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	$264K	Hold	2,790	–	–	0.05%	118
2026 Q1	$266K	Buy	+2,790	New	+$268K	0.05%	113
2025 Q4	–	Sell	-2,790	Closed	-$269K	–	115
2025 Q3	$269K	Hold	2,790	–	–	0.09%	70
2025 Q2	$267K	Buy	+2,790	New	+$264K	0.1%	72
2025 Q1	–	Sell	-2,790	Closed	-$258K	–	111
2024 Q4	$258K	Buy	2,790 +282	+11%	+$26.6K	0.1%	73
2024 Q3	$246K	Buy	+2,508	New	+$242K	0.1%	71

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

Stelac Advisory Services's IEF Position: Q2 2026 in Review

Stelac Advisory Services held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 2,790 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #118.

Stelac Advisory Services first reported a position in IEF in Q3 2024 and has held it in 6 quarters since. The position peaked at $269K in Q3 2025. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Stelac Advisory Services held 2,790 shares of iShares 7-10 Year Treasury Bond ETF worth $264K as of Q2 2026.
Stelac Advisory Services left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Stelac Advisory Services's portfolio in Q2 2026, its #118 holding.
Stelac Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Stelac Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $269K in Q3 2025.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.