Strategic Blueprint’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Strategic Blueprint’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	$2.9M	Buy	30,647 +7,369	+32%	+$697K	0.14%	156
2026 Q1	$2.22M	Buy	23,278 +5,291	+29%	+$509K	0.13%	166
2025 Q4	$1.73M	Buy	17,987 +1,286	+8%	+$124K	0.1%	198
2025 Q3	$1.61M	Sell	16,701 -5,751	-26%	-$550K	0.07%	245
2025 Q2	$2.15M	Buy	22,452 +344	+2%	+$32.5K	0.11%	179
2025 Q1	$2.11M	Buy	22,108 +17,580	+388%	+$1.64M	0.12%	169
2024 Q4	$419K	Sell	4,528 -7,847	-63%	-$741K	0.02%	452
2024 Q3	$1.21M	Buy	12,375 +2,861	+30%	+$277K	0.08%	223
2024 Q2	$891K	Sell	9,514 -4,920	-34%	-$457K	0.06%	261
2024 Q1	$1.37M	Buy	14,434 +3,620	+33%	+$343K	0.1%	194
2023 Q4	$1.04M	Buy	+10,814	New	+$1M	0.09%	219
2023 Q2	–	Sell	-2,546	Closed	-$252K	–	552
2023 Q1	$252K	Buy	+2,546	New	+$249K	0.03%	451
2021 Q3	–	Sell	-383	Closed	-$44K	–	827
2021 Q2	$44K	Buy	+383	New	+$43.8K	0.01%	652
2019 Q4	–	Sell	-223	Closed	-$25K	–	237
2019 Q3	$25K	Buy	+223	New	+$24.9K	0.02%	211

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

Strategic Blueprint's IEF Position: Q2 2026 in Review

Strategic Blueprint increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 32% in Q2 2026, buying an estimated $697K and bringing the position to 30,647 shares worth $2.9M. The position accounts for 0.14% of the portfolio, ranked #156.

Strategic Blueprint first reported a position in IEF in Q3 2019 and has held it in 14 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Strategic Blueprint held 30,647 shares of iShares 7-10 Year Treasury Bond ETF worth $2.9M as of Q2 2026.
Strategic Blueprint bought 7,369 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $697K.
iShares 7-10 Year Treasury Bond ETF made up 0.14% of Strategic Blueprint's portfolio in Q2 2026, its #156 holding.
Strategic Blueprint first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 14 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.