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 Q2	$1.21M	Sell	12,762 -395	-3%	-$37.4K	0.07%	253
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 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

Stratos Wealth Advisors's IEF Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q2 2026, selling an estimated $37.4K and leaving 12,762 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #253.

Stratos Wealth Advisors first reported a position in IEF in Q1 2020 and has held it in 23 quarters since. The position peaked at $5.25M in Q3 2022. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Stratos Wealth Advisors held 12,762 shares of iShares 7-10 Year Treasury Bond ETF worth $1.21M as of Q2 2026.
Stratos Wealth Advisors sold 395 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $37.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Stratos Wealth Advisors's portfolio in Q2 2026, its #253 holding.
Stratos Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 23 quarters since.
Stratos Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $5.25M in Q3 2022.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.