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

TFB 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	–	Sell	-9,973	Closed	-$959K	–	245
2025 Q4	$959K	Buy	9,973 +1,453	+17%	+$141K	0.27%	87
2025 Q3	$828K	Buy	8,520 +2,764	+48%	+$264K	0.24%	101
2025 Q2	$551K	Buy	5,756 +2,765	+92%	+$261K	0.14%	164
2025 Q1	$285K	Buy	+2,991	New	+$280K	0.08%	257
2023 Q2	–	Sell	-25,782	Closed	-$2.56M	–	235
2023 Q1	$2.56M	Buy	+25,782	New	+$2.52M	1.94%	14

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

TFB Advisors's IEF Position: Q1 2026 in Review

TFB Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 9,973 shares — an estimated $959K sold.

TFB Advisors first reported a position in IEF in Q1 2023 and held it in 5 quarters. The position peaked at $2.56M in Q1 2023. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

TFB Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 9,973 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $959K.
TFB Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
TFB Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.56M in Q1 2023.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.