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Stratos Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stratos Wealth Advisors’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
Q1 		$1.26M Sell
13,157
-667
-5% -$64.2K 0.08% 241
2025
Q4 		$1.33M Sell
13,824
-2,397
-15% -$232K 0.06% 274
2025
Q3 		$1.56M Sell
16,221
-7,287
-31% -$697K 0.08% 258
2025
Q2 		$2.25M Buy
23,508
+3,645
+18% +$345K 0.12% 184
2025
Q1 		$1.89M Sell
19,863
-9,480
-32% -$887K 0.1% 196
2024
Q4 		$2.71M Buy
29,343
+7,871
+37% +$744K 0.13% 162
2024
Q3 		$2.11M Buy
21,472
+11,340
+112% +$1.1M 0.1% 229
2024
Q2 		$949K Sell
10,132
-1,157
-10% -$107K 0.05% 342
2024
Q1 		$1.07M Buy
+11,289
New +$1.07M 0.06% 315
2023
Q2 		– Sell
-16,635
Closed -$1.65M – 638
2023
Q1 		$1.65M Sell
16,635
-22,421
-57% -$2.19M 0.13% 213
2022
Q4 		$3.74M Sell
39,056
-15,631
-29% -$1.5M 0.31% 95
2022
Q3 		$5.25M Buy
54,687
+50,445
+1,189% +$5.12M 0.55% 35
2022
Q2 		$434K Sell
4,242
-4,812
-53% -$494K 0.04% 384
2022
Q1 		$973K Buy
9,054
+4,346
+92% +$482K 0.08% 279
2021
Q4 		$542K Buy
4,708
+2,415
+105% +$278K 0.04% 381
2021
Q3 		$264K Sell
2,293
-2,546
-53% -$298K 0.02% 441
2021
Q2 		$559K Buy
4,839
+680
+16% +$77.8K 0.05% 336
2021
Q1 		$470K Sell
4,159
-2,062
-33% -$240K 0.05% 316
2020
Q4 		$746K Sell
6,221
-10,142
-62% -$1.22M 0.1% 198
2020
Q3 		$1.99M Buy
16,363
+518
+3% +$63.2K 0.49% 54
2020
Q2 		$1.93M Buy
15,845
+15,826
+83,295% +$1.92M 0.59% 48
2020
Q1 		$2K Buy
+19
New +$2.19K ﹤0.01% 279

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Stratos Wealth Advisors's IEF Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.8% in Q1 2026, selling an estimated $64.2K and leaving 13,157 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #241.

Stratos Wealth Advisors first reported a position in IEF in Q1 2020 and has held it in 22 quarters since. The position peaked at $5.25M in Q3 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Stratos Wealth Advisors held 13,157 shares of iShares 7-10 Year Treasury Bond ETF worth $1.26M as of Q1 2026.
  • Stratos Wealth Advisors sold 667 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $64.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Stratos Wealth Advisors's portfolio in Q1 2026, its #241 holding.
  • Stratos Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Stratos Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.25M in Q3 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.