Values First Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Values First 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	$5.72M	Buy	60,525 +3,678	+6%	+$348K	2.61%	5
2026 Q1	$5.43M	Buy	56,847 +1,348	+2%	+$130K	2.83%	5
2025 Q4	$5.34M	Buy	55,499 +2,400	+5%	+$232K	2.77%	5
2025 Q3	$5.12M	Buy	53,099 +1,155	+2%	+$110K	2.74%	5
2025 Q2	$4.97M	Sell	51,944 -852	-2%	-$80.6K	2.71%	6
2025 Q1	$5.03M	Buy	52,796 +1,767	+3%	+$165K	2.94%	6
2024 Q4	$4.72M	Buy	51,029 +17,806	+54%	+$1.68M	2.6%	6
2024 Q3	$3.26M	Buy	33,223 +945	+3%	+$91.4K	1.77%	9
2024 Q2	$3.02M	Buy	32,278 +1,365	+4%	+$127K	1.81%	9
2024 Q1	$2.93M	Buy	30,913 +2,525	+9%	+$239K	1.72%	10
2023 Q4	$2.74M	Buy	28,388 +28,386	+1,419,300%	+$2.63M	1.65%	9
2023 Q3	$138	Hold	2	–	–	﹤0.01%	163
2023 Q2	$146	Hold	2	–	–	﹤0.01%	170
2023 Q1	$149	Hold	2	–	–	﹤0.01%	342
2022 Q4	$144	Sell	2 -56	-97%	-$5.38K	﹤0.01%	157
2022 Q3	$6K	Buy	58 +1	+2%	+$101	﹤0.01%	154
2022 Q2	$6K	Sell	57 -11,764	-100%	-$1.21M	﹤0.01%	155
2022 Q1	$1.27M	Buy	11,821 +212	+2%	+$23.5K	0.8%	41
2021 Q4	$1.33M	Buy	11,609 +2,210	+24%	+$254K	0.79%	41
2021 Q3	$1.08M	Buy	9,399 +893	+10%	+$104K	0.7%	48
2021 Q2	$982K	Sell	8,506 -7,032	-45%	-$805K	0.67%	52
2021 Q1	$1.75M	Buy	15,538 +1,279	+9%	+$149K	1.3%	23
2020 Q4	$1.71M	Sell	14,259 -486	-3%	-$58.5K	1.36%	21
2020 Q3	$1.8M	Buy	14,745 +1,354	+10%	+$165K	1.65%	9
2020 Q2	$1.63M	Sell	13,391 -303	-2%	-$36.8K	1.62%	8
2020 Q1	$1.66M	Buy	13,694 +1,263	+10%	+$145K	2%	6
2019 Q4	$1.37M	Buy	+12,431	New	+$1.39M	1.32%	27

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

Values First Advisors's IEF Position: Q2 2026 in Review

Values First Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.5% in Q2 2026, buying an estimated $348K and bringing the position to 60,525 shares worth $5.72M. The position accounts for 2.61% of the portfolio, ranked #5.

Values First Advisors first reported a position in IEF in Q4 2019 and has held it in 27 quarters since. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Values First Advisors held 60,525 shares of iShares 7-10 Year Treasury Bond ETF worth $5.72M as of Q2 2026.
Values First Advisors bought 3,678 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $348K.
iShares 7-10 Year Treasury Bond ETF made up 2.61% of Values First Advisors's portfolio in Q2 2026, its #5 holding.
Values First Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.