Steward Partners Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Steward Partners Investment Advisory’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	$13.7M	Sell	145,358 -38,553	-21%	-$3.65M	0.07%	273
2026 Q1	$17.6M	Buy	183,911 +47,189	+35%	+$4.54M	0.09%	203
2025 Q4	$13.1M	Buy	136,722 +6,112	+5%	+$591K	0.07%	243
2025 Q3	$12.6M	Buy	130,610 +872	+0.7%	+$83.4K	0.07%	237
2025 Q2	$12.4M	Buy	129,738 +8,576	+7%	+$811K	0.1%	210
2025 Q1	$11.6M	Sell	121,162 -14,992	-11%	-$1.4M	0.1%	196
2024 Q4	$12.6M	Buy	136,154 +22,979	+20%	+$2.17M	0.11%	179
2024 Q3	$11.1M	Sell	113,175 -46,839	-29%	-$4.53M	0.1%	195
2024 Q2	$15M	Buy	160,014 +107,248	+203%	+$9.96M	0.16%	132
2024 Q1	$4.99M	Sell	52,766 -7,446	-12%	-$706K	0.06%	333
2023 Q4	$5.8M	Buy	60,212 +26,142	+77%	+$2.42M	0.08%	255
2023 Q3	$3.12M	Buy	34,070 +29,243	+606%	+$2.76M	0.05%	356
2023 Q2	$466K	Sell	4,827 -3,976	-45%	-$391K	0.01%	961
2023 Q1	$873K	Sell	8,803 -40,996	-82%	-$4.01M	0.01%	738
2022 Q4	$4.77M	Buy	49,799 +47,239	+1,845%	+$4.54M	0.08%	258
2022 Q3	$246K	Buy	2,560 +482	+23%	+$48.9K	﹤0.01%	1117
2022 Q2	$213K	Sell	2,078 -1,849	-47%	-$190K	﹤0.01%	1186
2022 Q1	$422K	Sell	3,927 -1	-0%	-$111	0.01%	985
2021 Q4	$452K	Sell	3,928 -460	-10%	-$52.9K	0.01%	975
2021 Q3	$506K	Sell	4,388 -812	-16%	-$94.9K	0.01%	901
2021 Q2	$601K	Buy	5,200 +469	+10%	+$53.7K	0.01%	865
2021 Q1	$534K	Buy	4,731 +115	+2%	+$13.4K	0.01%	865
2020 Q4	$554K	Sell	4,616 -47,715	-91%	-$5.74M	0.01%	731
2020 Q3	$6.38M	Buy	52,331 +21,825	+72%	+$2.66M	0.16%	144
2020 Q2	$3.72M	Sell	30,506 -8,913	-23%	-$1.08M	0.11%	201
2020 Q1	$4.79M	Buy	39,419 +254	+0.6%	+$29.2K	0.18%	143
2019 Q4	$4.32M	Sell	39,165 -9,723	-20%	-$1.08M	0.13%	176
2019 Q3	$5.5M	Buy	48,888 +46,455	+1,909%	+$5.18M	0.19%	127
2019 Q2	$267K	Sell	2,433 -786	-24%	-$84.2K	0.01%	730
2019 Q1	$343K	Sell	3,219 -59,706	-95%	-$6.24M	0.01%	605
2018 Q4	$6.56M	Buy	62,925 +62,365	+11,137%	+$6.32M	0.32%	82
2018 Q3	$57K	Sell	560 -878	-61%	-$89.6K	﹤0.01%	1150
2018 Q2	$147K	Sell	1,438 -3,713	-72%	-$378K	0.01%	736
2018 Q1	$531K	Sell	5,151 -9,241	-64%	-$952K	0.04%	412
2017 Q4	$1.52M	Sell	14,392 -4,817	-25%	-$511K	0.12%	190
2017 Q3	$2.05M	Sell	19,209 -4,502	-19%	-$482K	0.21%	112
2017 Q2	$2.53M	Buy	23,711 +22,916	+2,883%	+$2.45M	0.28%	92
2017 Q1	$83K	Buy	+795	New	+$83.5K	0.01%	461

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

Steward Partners Investment Advisory's IEF Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 21% in Q2 2026, selling an estimated $3.65M and leaving 145,358 shares worth $13.7M. The position accounts for 0.07% of the portfolio, ranked #273.

Steward Partners Investment Advisory first reported a position in IEF in Q1 2017 and has held it in 38 quarters since. The position peaked at $17.6M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Steward Partners Investment Advisory held 145,358 shares of iShares 7-10 Year Treasury Bond ETF worth $13.7M as of Q2 2026.
Steward Partners Investment Advisory sold 38,553 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.65M.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #273 holding.
Steward Partners Investment Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2017 and has held it in 38 quarters since.
Steward Partners Investment Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $17.6M in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.