Tru Independence Asset Management 2’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Tru Independence Asset Management 2’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	$5.43M	Buy	57,412 +501	+0.9%	+$47.4K	2.94%	11
2026 Q1	$5.43M	Buy	56,911 +129	+0.2%	+$12.4K	3.34%	11
2025 Q4	$5.46M	Buy	56,782 +526	+0.9%	+$50.9K	3.42%	10
2025 Q3	$5.43M	Sell	56,256 -486	-0.9%	-$46.5K	3.57%	6
2025 Q2	$5.43M	Buy	56,742 +3,166	+6%	+$299K	3.72%	6
2025 Q1	$5.11M	Buy	53,576 +19,139	+56%	+$1.79M	3.82%	7
2024 Q4	$3.18M	Buy	34,437 +447	+1%	+$42.2K	2.65%	10
2024 Q3	$3.34M	Buy	+33,990	New	+$3.29M	2.81%	10
2023 Q1	$1.62M	Buy	+16,368	New	+$1.6M	1.63%	24
2022 Q3	$1.59M	Buy	16,529 +221	+1%	+$22.4K	1.69%	14
2022 Q2	$1.67M	Hold	16,308	–	–	1.37%	17
2022 Q1	$1.75M	Buy	16,308 +816	+5%	+$90.6K	1.01%	20
2021 Q4	$1.78M	Buy	+15,492	New	+$1.78M	0.94%	22
2021 Q1	–	Sell	-54	Closed	-$6K	–	238
2020 Q4	$6K	Buy	+54	New	+$6.5K	0.01%	349

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

Tru Independence Asset Management 2's IEF Position: Q2 2026 in Review

Tru Independence Asset Management 2 increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.88% in Q2 2026, buying an estimated $47.4K and bringing the position to 57,412 shares worth $5.43M. The position accounts for 2.94% of the portfolio, ranked #11.

Tru Independence Asset Management 2 first reported a position in IEF in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.46M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Tru Independence Asset Management 2 held 57,412 shares of iShares 7-10 Year Treasury Bond ETF worth $5.43M as of Q2 2026.
Tru Independence Asset Management 2 bought 501 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $47.4K.
iShares 7-10 Year Treasury Bond ETF made up 2.94% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #11 holding.
Tru Independence Asset Management 2 first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 14 quarters since.
Tru Independence Asset Management 2's iShares 7-10 Year Treasury Bond ETF position peaked at $5.46M in Q4 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.