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

VisionPoint Advisory Group’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 		– Sell
-22,810
Closed -$2.18M – 505
2026
Q1 		$2.18M Buy
22,810
+11,014
+93% +$1.06M 0.41% 60
2025
Q4 		$1.13M Buy
11,796
+25
+0.2% +$2.42K 0.22% 109
2025
Q3 		$1.14M Buy
11,771
+1,456
+14% +$139K 0.23% 110
2025
Q2 		$988K Buy
10,315
+7,428
+257% +$702K 0.21% 114
2025
Q1 		$275K Buy
2,887
+1,261
+78% +$118K 0.09% 173
2024
Q4 		$150K Buy
1,626
+312
+24% +$29.5K 0.05% 210
2024
Q3 		$129K Sell
1,314
-238
-15% -$23K 0.04% 207
2024
Q2 		$145K Buy
1,552
+1,532
+7,660% +$142K 0.05% 188
2024
Q1 		$1.89K Buy
+20
New +$1.9K ﹤0.01% 687
2023
Q3 		– Sell
-1,776
Closed -$172K – 749
2023
Q2 		$172K Buy
+1,776
New +$175K 0.07% 141
2020
Q2 		– Sell
-1,649
Closed -$200K – 123
2020
Q1 		$200K Buy
+1,649
New +$190K 0.09% 110
2019
Q2 		– Sell
-2,197
Closed -$234K – 134
2019
Q1 		$234K Buy
+2,197
New +$230K 0.07% 117

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

VisionPoint Advisory Group's IEF Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 22,810 shares — an estimated $2.18M sold.

VisionPoint Advisory Group first reported a position in IEF in Q1 2019 and held it in 12 quarters. The position peaked at $2.18M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 22,810 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.18M.
  • VisionPoint Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and held it in 12 quarters.
  • VisionPoint Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.18M in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.