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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Waverly Advisors's IEF Position: Q1 2026 in Review

Waverly Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q1 2026, buying an estimated $1.81M and bringing the position to 151,802 shares worth $14.5M. The position accounts for 0.11% of the portfolio, ranked #189.

Waverly Advisors first reported a position in IEF in Q3 2013 and has held it in 13 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Waverly Advisors held 151,802 shares of iShares 7-10 Year Treasury Bond ETF worth $14.5M as of Q1 2026.
  • Waverly Advisors bought 18,798 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.81M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of Waverly Advisors's portfolio in Q1 2026, its #189 holding.
  • Waverly Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2013 and has held it in 13 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.