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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Transce3nd's IEF Position: Q1 2026 in Review

Transce3nd sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 2,181 shares — an estimated $209K sold.

Transce3nd first reported a position in IEF in Q4 2024 and held it in 4 quarters. The position peaked at $4.89M in Q4 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Transce3nd reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Transce3nd sold 2,181 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $209K.
Transce3nd first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
Transce3nd's iShares 7-10 Year Treasury Bond ETF position peaked at $4.89M in Q4 2024.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Transce3nd's 13F filing for Q1 2026, filed 7 May 2026.