WJA
IEF icon

Willis Johnson & Associates’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Willis Johnson & Associates’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 		$22.9M Sell
239,754
-18,466
-7% -$1.78M 1.33% 18
2025
Q4 		$24.8M Sell
258,220
-96,288
-27% -$9.32M 1.53% 13
2025
Q3 		$34.2M Buy
354,508
+20,371
+6% +$1.95M 2.12% 10
2025
Q2 		$32M Buy
334,137
+11,214
+3% +$1.06M 2.17% 10
2025
Q1 		$30.8M Buy
322,923
+22,157
+7% +$2.07M 2.33% 10
2024
Q4 		$27.8M Buy
300,766
+147,521
+96% +$13.9M 2.14% 11
2024
Q3 		$15M Buy
153,245
+104
+0.1% +$10.1K 1.14% 21
2024
Q2 		$14.3M Buy
153,141
+4,057
+3% +$377K 1.18% 20
2024
Q1 		$14.1M Buy
149,084
+7,350
+5% +$697K 1.23% 20
2023
Q4 		$13.7M Buy
141,734
+6,846
+5% +$633K 1.25% 19
2023
Q3 		$12.4M Buy
134,888
+8,861
+7% +$836K 1.27% 17
2023
Q2 		$12.2M Buy
126,027
+37,928
+43% +$3.73M 1.3% 17
2023
Q1 		$8.73M Buy
88,099
+3,549
+4% +$347K 1.04% 20
2022
Q4 		$8.1M Buy
84,550
+2,976
+4% +$286K 1.06% 20
2022
Q3 		$7.83M Buy
81,574
+721
+0.9% +$73.2K 1.14% 20
2022
Q2 		$8.27M Buy
80,853
+2,919
+4% +$300K 1.15% 20
2022
Q1 		$8.38M Sell
77,934
-368
-0.5% -$40.8K 1.1% 19
2021
Q4 		$9.01M Buy
78,302
+990
+1% +$114K 1.16% 18
2021
Q3 		$8.91M Buy
77,312
+1,514
+2% +$177K 1.24% 19
2021
Q2 		$8.75M Buy
75,798
+8,768
+13% +$1M 1.24% 18
2021
Q1 		$7.57M Buy
67,030
+7,874
+13% +$917K 1.16% 19
2020
Q4 		$7.1M Buy
+59,156
New +$7.12M 1.18% 19

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 $9.54B AUM 19.86% 1-Year Est. Return

Willis Johnson & Associates's IEF Position: Q1 2026 in Review

Willis Johnson & Associates reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.2% in Q1 2026, selling an estimated $1.78M and leaving 239,754 shares worth $22.9M. The position accounts for 1.33% of the portfolio, ranked #18.

Willis Johnson & Associates first reported a position in IEF in Q4 2020 and has held it in 22 quarters since. The position peaked at $34.2M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Willis Johnson & Associates held 239,754 shares of iShares 7-10 Year Treasury Bond ETF worth $22.9M as of Q1 2026.
  • Willis Johnson & Associates sold 18,466 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.78M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.33% of Willis Johnson & Associates's portfolio in Q1 2026, its #18 holding.
  • Willis Johnson & Associates first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Willis Johnson & Associates's iShares 7-10 Year Treasury Bond ETF position peaked at $34.2M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.