True Link Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

True Link Financial 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	–	Sell	-1,707	Closed	-$163K	–	232
2026 Q1	$163K	Buy	+1,707	New	+$164K	0.01%	108
2022 Q1	–	Sell	-1,778	Closed	-$204K	–	195
2021 Q4	$204K	Sell	1,778 -12	-0.7%	-$1.38K	0.03%	246
2021 Q3	$206K	Hold	1,790	–	–	0.03%	223
2021 Q2	$207K	Sell	1,790 -8,244	-82%	-$943K	0.03%	187
2021 Q1	$1.13M	Hold	10,034	–	–	0.16%	61
2020 Q4	$1.2M	Buy	+10,034	New	+$1.21M	0.19%	57

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

True Link Financial Advisors's IEF Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 1,707 shares — an estimated $163K sold.

True Link Financial Advisors first reported a position in IEF in Q4 2020 and held it in 6 quarters. The position peaked at $1.2M in Q4 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

True Link Financial Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 1,707 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $163K.
True Link Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.2M in Q4 2020.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.