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

VestGen 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 		$4.11M Buy
43,567
+41,001
+1,598% +$3.94M 0.11% 158
2025
Q4 		$247K Buy
2,566
+416
+19% +$40.3K 0.01% 654
2025
Q3 		$207K Buy
+2,150
New +$206K 0.01% 677

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 $8.74B AUM 14.62% 1-Year Est. Return

VestGen Advisors's IEF Position: Q1 2026 in Review

VestGen Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1,598% in Q1 2026, buying an estimated $3.94M and bringing the position to 43,567 shares worth $4.11M. The position accounts for 0.11% of the portfolio, ranked #158.

VestGen Advisors first reported a position in IEF in Q3 2025 and has held it in 3 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • VestGen Advisors held 43,567 shares of iShares 7-10 Year Treasury Bond ETF worth $4.11M as of Q1 2026.
  • VestGen Advisors bought 41,001 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.94M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of VestGen Advisors's portfolio in Q1 2026, its #158 holding.
  • VestGen Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.