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 Q2	$2.94M	Buy	31,107 +20,674	+198%	+$1.96M	0.03%	423
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 $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

Vise Technologies's IEF Position: Q2 2026 in Review

Vise Technologies increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 198% in Q2 2026, buying an estimated $1.96M and bringing the position to 31,107 shares worth $2.94M. The position accounts for 0.03% of the portfolio, ranked #423.

Vise Technologies first reported a position in IEF in Q4 2021 and has held it in 7 quarters since. The position peaked at $31.7M in Q4 2021. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Vise Technologies held 31,107 shares of iShares 7-10 Year Treasury Bond ETF worth $2.94M as of Q2 2026.
Vise Technologies bought 20,674 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.96M.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #423 holding.
Vise Technologies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 7 quarters since.
Vise Technologies's iShares 7-10 Year Treasury Bond ETF position peaked at $31.7M in Q4 2021.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.