William Howard & Co Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

William Howard & Co Financial 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	$12.2M	Sell	128,576 -92	-0.1%	-$8.71K	9.46%	3
2026 Q1	$12.3M	Sell	128,668 -997	-0.8%	-$95.9K	10.61%	2
2025 Q4	$12.5M	Sell	129,665 -2,863	-2%	-$277K	10.51%	2
2025 Q3	$12.8M	Sell	132,528 -5,464	-4%	-$522K	10.88%	2
2025 Q2	$13.2M	Sell	137,992 -211	-0.2%	-$20K	11.53%	2
2025 Q1	$13.2M	Sell	138,203 -299	-0.2%	-$28K	12.35%	2
2024 Q4	$12.8M	Sell	138,502 -22,279	-14%	-$2.1M	11.59%	2
2024 Q3	$15.8M	Sell	160,781 -13,325	-8%	-$1.29M	13.46%	2
2024 Q2	$16.3M	Sell	174,106 -2,675	-2%	-$249K	15.06%	2
2024 Q1	$16.7M	Buy	+176,781	New	+$16.8M	15.69%	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

William Howard & Co Financial Advisors's IEF Position: Q2 2026 in Review

William Howard & Co Financial Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.07% in Q2 2026, selling an estimated $8.71K and leaving 128,576 shares worth $12.2M. The position accounts for 9.46% of the portfolio, ranked #3.

William Howard & Co Financial Advisors first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.7M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

William Howard & Co Financial Advisors held 128,576 shares of iShares 7-10 Year Treasury Bond ETF worth $12.2M as of Q2 2026.
William Howard & Co Financial Advisors sold 92 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.71K.
iShares 7-10 Year Treasury Bond ETF made up 9.46% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #3 holding.
William Howard & Co Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
William Howard & Co Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $16.7M in Q1 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.