Vident Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vident Advisory’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	$8.2M	Buy	86,725 +38,440	+80%	+$3.64M	0.06%	266
2026 Q1	$4.61M	Buy	48,285 +25,600	+113%	+$2.46M	0.04%	376
2025 Q4	$2.18M	Buy	22,685 +3,613	+19%	+$350K	0.02%	549
2025 Q3	$1.84M	Buy	19,072 +1,247	+7%	+$119K	0.02%	605
2025 Q2	$1.71M	Buy	17,825 +792	+5%	+$74.9K	0.02%	551
2025 Q1	$1.62M	Sell	17,033 -49	-0.3%	-$4.58K	0.02%	548
2024 Q4	$1.58M	Buy	17,082 +14,726	+625%	+$1.39M	0.03%	478
2024 Q3	$231K	Sell	2,356 -22,199	-90%	-$2.15M	0.01%	1241
2024 Q2	$2.3M	Buy	24,555 +22,199	+942%	+$2.06M	0.06%	323
2024 Q1	$223K	Sell	2,356 -32,966	-93%	-$3.12M	﹤0.01%	1167
2023 Q4	$3.4M	Sell	35,322 -5,605	-14%	-$518K	0.09%	260
2023 Q3	$3.75M	Buy	+40,927	New	+$3.86M	0.12%	184

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 22.9% 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

Vident Advisory's IEF Position: Q2 2026 in Review

Vident Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 80% in Q2 2026, buying an estimated $3.64M and bringing the position to 86,725 shares worth $8.2M. The position accounts for 0.06% of the portfolio, ranked #266.

Vident Advisory first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Vident Advisory held 86,725 shares of iShares 7-10 Year Treasury Bond ETF worth $8.2M as of Q2 2026.
Vident Advisory bought 38,440 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.64M.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Vident Advisory's portfolio in Q2 2026, its #266 holding.
Vident Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.