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Transce3nd’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Transce3nd’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 		$167K Buy
+1,784
New +$169K 1.47% 16
2026
Q1 		– Sell
-2,181
Closed -$209K – 172
2025
Q4 		$209K Buy
+2,181
New +$211K 1.69% 15
2025
Q3 		– Sell
-47,128
Closed -$4.51M – 624
2025
Q2 		$4.51M Buy
47,128
+1,620
+4% +$153K 1.91% 10
2025
Q1 		$4.33M Sell
45,508
-7,380
-14% -$690K 1.93% 10
2024
Q4 		$4.89M Buy
+52,888
New +$5M 1.66% 10

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Transce3nd's IEF Position: Q2 2026 in Review

Transce3nd opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 1,784 shares worth $167K. The stake represents 1.47% of the portfolio and ranks #16 among its holdings. This is a return to the name: Transce3nd previously reported a position in IEF as recently as Q4 2025.

Transce3nd first reported a position in IEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.89M in Q4 2024. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Transce3nd held 1,784 shares of iShares 7-10 Year Treasury Bond ETF worth $167K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Transce3nd position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 1.47% of Transce3nd's portfolio in Q2 2026, its #16 holding.
  • Transce3nd first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • Transce3nd's iShares 7-10 Year Treasury Bond ETF position peaked at $4.89M in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Transce3nd's 13F filing for Q2 2026, filed 24 Jul 2026.