Virginia Estate & Retirement Planning Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Virginia Estate & Retirement Planning 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	$28.6K	Buy	+285	New	+$27K	0.03%	69

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

Virginia Estate & Retirement Planning Advisors's IEF Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 285 shares worth $28.6K. The stake represents 0.03% of the portfolio and ranks #69 among its holdings.

1,131 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 285 shares of iShares 7-10 Year Treasury Bond ETF worth $28.6K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #69 holding.
1,131 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.