United Asset Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

United Asset Strategies’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	$1.7M	Buy	17,951 +594	+3%	+$56.2K	0.12%	111
2026 Q1	$1.66M	Buy	17,357 +2,645	+18%	+$254K	0.13%	105
2025 Q4	$1.41M	Sell	14,712 -2,425	-14%	-$235K	0.11%	125
2025 Q3	$1.65M	Buy	17,137 +1,034	+6%	+$98.9K	0.13%	111
2025 Q2	$1.54M	Buy	16,103 +2,009	+14%	+$190K	0.13%	116
2025 Q1	$1.34M	Sell	14,094 -1,458	-9%	-$136K	0.12%	125
2024 Q4	$1.44M	Sell	15,552 -176	-1%	-$16.6K	0.13%	119
2024 Q3	$1.54M	Sell	15,728 -173	-1%	-$16.7K	0.14%	122
2024 Q2	$1.49M	Buy	15,901 +1,365	+9%	+$127K	0.15%	121
2024 Q1	$1.38M	Buy	14,536 +198	+1%	+$18.8K	0.14%	126
2023 Q4	$1.38M	Sell	14,338 -5,083	-26%	-$470K	0.16%	121
2023 Q3	$1.78M	Buy	19,421 +674	+4%	+$63.6K	0.23%	95
2023 Q2	$1.81M	Buy	18,747 +12,025	+179%	+$1.18M	0.23%	97
2023 Q1	$667K	Sell	6,722 -12,343	-65%	-$1.21M	0.09%	156
2022 Q4	$1.83M	Sell	19,065 -1,406	-7%	-$135K	0.25%	85
2022 Q3	$1.97M	Sell	20,471 -1,976	-9%	-$201K	0.3%	74
2022 Q2	$2.3M	Buy	22,447 +67	+0.3%	+$6.88K	0.33%	70
2022 Q1	$2.4M	Sell	22,380 -419	-2%	-$46.5K	0.31%	71
2021 Q4	$2.62M	Sell	22,799 -9,375	-29%	-$1.08M	0.31%	70
2021 Q3	$3.71M	Buy	32,174 +39	+0.1%	+$4.56K	0.48%	60
2021 Q2	$3.71M	Buy	32,135 +16,565	+106%	+$1.9M	0.49%	59
2021 Q1	$1.76M	Buy	15,570 +2,920	+23%	+$340K	0.25%	79
2020 Q4	$1.52M	Buy	12,650 +5,313	+72%	+$639K	0.24%	81
2020 Q3	$894K	Buy	7,337 +3,053	+71%	+$372K	0.16%	99
2020 Q2	$522K	Sell	4,284 -1,156	-21%	-$140K	0.1%	127
2020 Q1	$661K	Buy	+5,440	New	+$626K	0.16%	106
2019 Q3	–	Sell	-2,068	Closed	-$228K	–	189
2019 Q2	$228K	Buy	+2,068	New	+$222K	0.05%	170

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

United Asset Strategies's IEF Position: Q2 2026 in Review

United Asset Strategies increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.4% in Q2 2026, buying an estimated $56.2K and bringing the position to 17,951 shares worth $1.7M. The position accounts for 0.12% of the portfolio, ranked #111.

United Asset Strategies first reported a position in IEF in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.71M in Q2 2021. 329 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

United Asset Strategies held 17,951 shares of iShares 7-10 Year Treasury Bond ETF worth $1.7M as of Q2 2026.
United Asset Strategies bought 594 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $56.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of United Asset Strategies's portfolio in Q2 2026, its #111 holding.
United Asset Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 27 quarters since.
United Asset Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $3.71M in Q2 2021.
329 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.