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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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: Q1 2026 in Review

Values First Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.4% in Q1 2026, buying an estimated $130K and bringing the position to 56,847 shares worth $5.43M. The position accounts for 2.83% of the portfolio, ranked #5.

Values First Advisors first reported a position in IEF in Q4 2019 and has held it in 26 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Values First Advisors held 56,847 shares of iShares 7-10 Year Treasury Bond ETF worth $5.43M as of Q1 2026.
  • Values First Advisors bought 1,348 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $130K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.83% of Values First Advisors's portfolio in Q1 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 26 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.