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

Strategic Equity 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	–	Sell	-153,619	Closed	-$14.7M	–	72
2026 Q1	$14.7M	Buy	+153,619	New	+$14.8M	5.51%	4
2022 Q4	–	Sell	-57,935	Closed	-$5.56M	–	37
2022 Q3	$5.56M	Buy	57,935 +599	+1%	+$60.8K	2.3%	16
2022 Q2	$5.87M	Buy	57,336 +833	+1%	+$85.5K	3.04%	14
2022 Q1	$6.07M	Buy	56,503 +22,596	+67%	+$2.51M	2.18%	16
2021 Q4	$3.9M	Sell	33,907 -20,288	-37%	-$2.33M	1.22%	21
2021 Q3	$6.24M	Buy	54,195 +30,301	+127%	+$3.54M	2.09%	19
2021 Q2	$2.76M	Buy	23,894 +1,847	+8%	+$211K	0.94%	22
2021 Q1	$2.49M	Sell	22,047 -10,743	-33%	-$1.25M	1.05%	20
2020 Q4	$3.93M	Buy	+32,790	New	+$3.94M	1.76%	15

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 Equity Management's IEF Position: Q2 2026 in Review

Strategic Equity Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 153,619 shares — an estimated $14.7M sold.

Strategic Equity Management first reported a position in IEF in Q4 2020 and held it in 9 quarters. The position peaked at $14.7M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Strategic Equity Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Strategic Equity Management sold 153,619 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.7M.
Strategic Equity Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Strategic Equity Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.7M 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 Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.