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 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 $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

Stelac Advisory Services's IEF Position: Q1 2026 in Review

Stelac Advisory Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 2,790 shares worth $266K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Stelac Advisory Services previously reported a position in IEF as recently as Q3 2025.

Stelac Advisory Services first reported a position in IEF in Q3 2024 and has held it in 5 quarters since. The position peaked at $269K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Stelac Advisory Services held 2,790 shares of iShares 7-10 Year Treasury Bond ETF worth $266K as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new Stelac Advisory Services position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Stelac Advisory Services's portfolio in Q1 2026, its #113 holding.
Stelac Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
Stelac Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $269K 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 Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.