Vise Technologies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vise Technologies’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	$1M	Hold	10,433	–	–	0.02%	584
2025 Q4	$1M	Buy	+10,433	New	+$1.01M	0.02%	588
2024 Q4	$259K	Buy	+2,797	New	+$264K	0.02%	657
2022 Q3	–	Sell	-7,035	Closed	-$720K	–	321
2022 Q2	$720K	Sell	7,035 -46,288	-87%	-$4.75M	0.28%	90
2022 Q1	$5.73M	Sell	53,323 -222,723	-81%	-$24.7M	2.15%	5
2021 Q4	$31.7M	Buy	+276,046	New	+$31.7M	8.59%	2

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Vise Technologies's IEF Position: Q1 2026 in Review

Vise Technologies held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 10,433 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #584.

Vise Technologies first reported a position in IEF in Q4 2021 and has held it in 6 quarters since. The position peaked at $31.7M in Q4 2021. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Vise Technologies held 10,433 shares of iShares 7-10 Year Treasury Bond ETF worth $1M as of Q1 2026.
Vise Technologies left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #584 holding.
Vise Technologies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 6 quarters since.
Vise Technologies's iShares 7-10 Year Treasury Bond ETF position peaked at $31.7M in Q4 2021.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.