Stordahl Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stordahl Capital Management’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	$2.89M	Sell	30,535 -337	-1%	-$31.9K	0.53%	18
2026 Q1	$2.95M	Sell	30,872 -152	-0.5%	-$14.6K	0.61%	17
2025 Q4	$2.98M	Sell	31,024 -1,835	-6%	-$178K	0.61%	17
2025 Q3	$3.17M	Buy	32,859 +683	+2%	+$65.3K	0.67%	17
2025 Q2	$3.08M	Sell	32,176 -9,133	-22%	-$864K	0.68%	17
2025 Q1	$3.94M	Sell	41,309 -223	-0.5%	-$20.9K	0.93%	16
2024 Q4	$3.84M	Sell	41,532 -354	-0.8%	-$33.4K	0.91%	16
2024 Q3	$4.11M	Buy	41,886 +3,627	+9%	+$351K	0.98%	16
2024 Q2	$3.58M	Sell	38,259 -6,915	-15%	-$642K	0.9%	16
2024 Q1	$4.28M	Hold	45,174	–	–	1.07%	16
2023 Q4	$4.35M	Buy	45,174 +30,631	+211%	+$2.83M	1.18%	15
2023 Q3	$1.33M	Sell	14,543 -8,180	-36%	-$772K	0.4%	22
2023 Q2	$2.2M	Buy	22,723 +3,942	+21%	+$388K	0.63%	19
2023 Q1	$1.86M	Sell	18,781 -8,186	-30%	-$800K	0.57%	20
2022 Q4	$2.58M	Buy	26,967 +24,641	+1,059%	+$2.37M	0.85%	18
2022 Q3	$223K	Buy	2,326 +123	+6%	+$12.5K	0.08%	44
2022 Q2	$225K	Sell	2,203 -10	-0.5%	-$1.03K	0.09%	48
2022 Q1	$238K	Hold	2,213	–	–	0.09%	48
2021 Q4	$254K	Sell	2,213 -28	-1%	-$3.22K	0.09%	44
2021 Q3	$258K	Hold	2,241	–	–	0.1%	42
2021 Q2	$259K	Hold	2,241	–	–	0.11%	42
2021 Q1	$253K	Hold	2,241	–	–	0.11%	41
2020 Q4	$269K	Sell	2,241 -8	-0.4%	-$962	0.12%	38
2020 Q3	$274K	Sell	2,249 -66	-3%	-$8.05K	0.14%	36
2020 Q2	$282K	Hold	2,315	–	–	0.16%	35
2020 Q1	$282K	Hold	2,315	–	–	0.17%	35
2019 Q4	$255K	Sell	2,315 -32	-1%	-$3.57K	0.1%	39
2019 Q3	$264K	Sell	2,347 -679	-22%	-$75.8K	0.11%	40
2019 Q2	$330K	Hold	3,026	–	–	0.13%	39
2019 Q1	$319K	Hold	3,026	–	–	0.13%	39
2018 Q4	$315K	Hold	3,026	–	–	0.15%	35
2018 Q3	$303K	Hold	3,026	–	–	0.14%	33
2018 Q2	$310K	Sell	3,026 -12	-0.4%	-$1.22K	0.14%	32
2018 Q1	$313K	Sell	3,038 -322	-10%	-$33.2K	0.15%	32
2017 Q4	$355K	Buy	+3,360	New	+$356K	0.17%	32

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

Stordahl Capital Management's IEF Position: Q2 2026 in Review

Stordahl Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.1% in Q2 2026, selling an estimated $31.9K and leaving 30,535 shares worth $2.89M. The position accounts for 0.53% of the portfolio, ranked #18.

Stordahl Capital Management first reported a position in IEF in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.35M in Q4 2023. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Stordahl Capital Management held 30,535 shares of iShares 7-10 Year Treasury Bond ETF worth $2.89M as of Q2 2026.
Stordahl Capital Management sold 337 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $31.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.53% of Stordahl Capital Management's portfolio in Q2 2026, its #18 holding.
Stordahl Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 35 quarters since.
Stordahl Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.35M in Q4 2023.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.