Waverly Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Waverly 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	$14.9M	Buy	158,015 +6,213	+4%	+$588K	0.09%	218
2026 Q1	$14.5M	Buy	151,802 +18,798	+14%	+$1.81M	0.11%	189
2025 Q4	$12.8M	Buy	133,004 +6,024	+5%	+$583K	0.1%	193
2025 Q3	$12.2M	Buy	126,980 +8,722	+7%	+$834K	0.12%	172
2025 Q2	$11.3M	Buy	118,258 +4,395	+4%	+$416K	0.12%	170
2025 Q1	$10.9M	Sell	113,863 -144	-0.1%	-$13.5K	0.13%	171
2024 Q4	$10.5M	Buy	114,007 +97,640	+597%	+$9.23M	0.16%	136
2024 Q3	$1.61M	Buy	16,367 +179	+1%	+$17.3K	0.03%	372
2024 Q2	$1.52M	Buy	16,188 +10,742	+197%	+$998K	0.03%	363
2024 Q1	$516K	Buy	+5,446	New	+$516K	0.01%	471
2015 Q4	–	Sell	-760	Closed	-$82K	–	254
2015 Q3	$82K	Buy	+760	New	+$80.7K	0.06%	85
2014 Q4	–	Sell	-90	Closed	-$9K	–	538
2014 Q3	$9K	Buy	+90	New	+$9.33K	﹤0.01%	504
2014 Q1	–	Sell	-62	Closed	-$6K	–	770
2013 Q4	$6K	Buy	62 +20	+48%	+$2.03K	﹤0.01%	640
2013 Q3	$4K	Buy	+42	New	+$4.25K	﹤0.01%	506

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 22.9% 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

Waverly Advisors's IEF Position: Q2 2026 in Review

Waverly Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.1% in Q2 2026, buying an estimated $588K and bringing the position to 158,015 shares worth $14.9M. The position accounts for 0.09% of the portfolio, ranked #218.

Waverly Advisors first reported a position in IEF in Q3 2013 and has held it in 14 quarters since. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Waverly Advisors held 158,015 shares of iShares 7-10 Year Treasury Bond ETF worth $14.9M as of Q2 2026.
Waverly Advisors bought 6,213 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $588K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Waverly Advisors's portfolio in Q2 2026, its #218 holding.
Waverly Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and has held it in 14 quarters since.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.