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

Tucker Asset Management’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	$8.23K	Hold	87	–	–	﹤0.01%	354
2026 Q1	$8.3K	Sell	87 -228	-72%	-$21.9K	﹤0.01%	304
2025 Q4	$30.3K	Sell	315 -43	-12%	-$4.16K	0.01%	392
2025 Q3	$34.5K	Sell	358 -4,030	-92%	-$385K	0.01%	200
2025 Q2	$420K	Buy	4,388 +3,929	+856%	+$372K	0.13%	43
2025 Q1	$43.8K	Buy	459 +61	+15%	+$5.71K	0.01%	175
2024 Q4	$36.8K	Buy	398 +98	+33%	+$9.26K	﹤0.01%	411
2024 Q3	$29.4K	Sell	300 -216	-42%	-$20.9K	0.01%	435
2024 Q2	$48.3K	Buy	516 +364	+239%	+$33.8K	0.01%	402
2024 Q1	$14.4K	Sell	152 -426	-74%	-$40.4K	﹤0.01%	759
2023 Q4	$55.7K	Buy	578 +5	+0.9%	+$462	0.01%	322
2023 Q3	$52.5K	Sell	573 -284	-33%	-$26.8K	0.01%	319
2023 Q2	$82.8K	Sell	857 -36	-4%	-$3.54K	0.02%	189
2023 Q1	$88.5K	Buy	893 +118	+15%	+$11.5K	0.03%	157
2022 Q4	$74.5K	Buy	775 +165	+27%	+$15.8K	0.02%	113
2022 Q3	$57.6K	Buy	610 +37	+6%	+$3.75K	0.02%	121
2022 Q2	$58.6K	Sell	573 -171	-23%	-$17.5K	0.02%	87
2022 Q1	$80K	Buy	744 +44	+6%	+$4.88K	0.03%	65
2021 Q4	$80.6K	Sell	700 -18	-3%	-$2.07K	0.03%	61
2021 Q3	$82.3K	Buy	718 +127	+21%	+$14.8K	0.03%	50
2021 Q2	$68.3K	Hold	591	–	–	0.03%	49
2021 Q1	$66.7K	Sell	591 -23	-4%	-$2.68K	0.04%	57
2020 Q4	$73.6K	Buy	+614	New	+$73.9K	0.04%	45

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

Tucker Asset Management's IEF Position: Q2 2026 in Review

Tucker Asset Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 87 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Tucker Asset Management first reported a position in IEF in Q4 2020 and has held it in 23 quarters since. The position peaked at $420K in Q2 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Tucker Asset Management held 87 shares of iShares 7-10 Year Treasury Bond ETF worth $8.23K as of Q2 2026.
Tucker Asset Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #354 holding.
Tucker Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
Tucker Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $420K in Q2 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.