VR
IEF icon

Vision Retirement’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Vision Retirement’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 		$106K Buy
1,117
+65
+6% +$6.15K 0.03% 171
2026
Q1 		$100K Sell
1,052
-542
-34% -$52.1K 0.03% 159
2025
Q4 		$153K Buy
+1,594
New +$154K 0.04% 141

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Vision Retirement's IEF Position: Q2 2026 in Review

Vision Retirement increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.2% in Q2 2026, buying an estimated $6.15K and bringing the position to 1,117 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #171.

Vision Retirement first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $153K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Vision Retirement held 1,117 shares of iShares 7-10 Year Treasury Bond ETF worth $106K as of Q2 2026.
  • Vision Retirement bought 65 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.15K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Vision Retirement's portfolio in Q2 2026, its #171 holding.
  • Vision Retirement first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares 7-10 Year Treasury Bond ETF position peaked at $153K in Q4 2025.
  • 1,092 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.