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

Strategic Investment Solutions’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	$907	Sell	10 -2	-17%	-$189	﹤0.01%	627
2026 Q1	$1.19K	Hold	12	–	–	﹤0.01%	586
2025 Q4	$1.19K	Hold	12	–	–	﹤0.01%	567
2025 Q3	$1.18K	Sell	12 -3	-20%	-$287	﹤0.01%	535
2025 Q2	$1.45K	Sell	15 -5	-25%	-$473	﹤0.01%	518
2025 Q1	$1.9K	Sell	20 -5	-20%	-$468	﹤0.01%	515
2024 Q4	$2.3K	Sell	25 -59	-70%	-$5.57K	﹤0.01%	525
2024 Q3	$8.2K	Buy	84 +2	+2%	+$193	﹤0.01%	383
2024 Q2	$8.23K	Buy	+82	New	+$7.62K	﹤0.01%	365
2023 Q4	$8K	Sell	83 -1,429	-95%	-$132K	﹤0.01%	790
2023 Q3	$140K	Buy	1,512 +1,489	+6,474%	+$140K	﹤0.01%	529
2023 Q2	$2.3K	Hold	23	–	–	﹤0.01%	746
2023 Q1	$2.32K	Buy	+23	New	+$2.25K	﹤0.01%	859

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 Investment Solutions's IEF Position: Q2 2026 in Review

Strategic Investment Solutions reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q2 2026, selling an estimated $189 and leaving 10 shares worth $907. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Strategic Investment Solutions first reported a position in IEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $140K in Q3 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Strategic Investment Solutions held 10 shares of iShares 7-10 Year Treasury Bond ETF worth $907 as of Q2 2026.
Strategic Investment Solutions sold 2 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $189.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #627 holding.
Strategic Investment Solutions first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Investment Solutions's iShares 7-10 Year Treasury Bond ETF position peaked at $140K in Q3 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.