WIA
IEF icon

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

World Investment 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 		$3.44M Buy
36,205
+1,549
+4% +$147K 0.06% 344
2026
Q1 		$3.31M Sell
34,656
-37,287
-52% -$3.59M 0.05% 358
2025
Q4 		$6.92M Buy
71,943
+40,859
+131% +$3.95M 0.11% 211
2025
Q3 		$3M Sell
31,084
-1,604
-5% -$153K 0.06% 319
2025
Q2 		$3.13M Sell
32,688
-111,761
-77% -$10.6M 0.07% 291
2025
Q1 		$13.8M Buy
144,449
+110,774
+329% +$10.4M 0.36% 54
2024
Q4 		$3.11M Sell
33,675
-432
-1% -$40.8K 0.09% 265
2024
Q3 		$3.35M Buy
34,107
+4,273
+14% +$413K 0.1% 220
2024
Q2 		$2.79M Buy
29,834
+24,182
+428% +$2.25M 0.17% 126
2024
Q1 		$535K Sell
5,652
-26,493
-82% -$2.51M 0.08% 207
2023
Q4 		$3.1M Buy
32,145
+8,287
+35% +$766K 0.4% 56
2023
Q3 		$2.19M Sell
23,858
-4,389
-16% -$414K 0.43% 49
2023
Q2 		$2.73M Sell
28,247
-1,085
-4% -$107K 0.53% 38
2023
Q1 		$2.91M Sell
29,332
-2,599
-8% -$254K 0.61% 33
2022
Q4 		$3.06M Buy
31,931
+7,397
+30% +$710K 0.7% 30
2022
Q3 		$2.35M Sell
24,534
-20
-0.1% -$2.03K 0.56% 35
2022
Q2 		$2.57M Buy
24,554
+22,167
+929% +$2.27M 0.54% 36
2022
Q1 		$257K Sell
2,387
-82
-3% -$9.1K 0.05% 219
2021
Q4 		$272K Buy
+2,469
New +$284K 0.06% 214
2020
Q4 		– Sell
-5,732
Closed -$698K – 231
2020
Q3 		$698K Sell
5,732
-155
-3% -$18.9K 0.24% 67
2020
Q2 		$716K Sell
5,887
-8,565
-59% -$1.04M 0.25% 64
2020
Q1 		$1.76M Buy
+14,452
New +$1.66M 0.82% 27

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

World Investment Advisors's IEF Position: Q2 2026 in Review

World Investment Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.5% in Q2 2026, buying an estimated $147K and bringing the position to 36,205 shares worth $3.44M. The position accounts for 0.06% of the portfolio, ranked #344.

World Investment Advisors first reported a position in IEF in Q1 2020 and has held it in 22 quarters since. The position peaked at $13.8M in Q1 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • World Investment Advisors held 36,205 shares of iShares 7-10 Year Treasury Bond ETF worth $3.44M as of Q2 2026.
  • World Investment Advisors bought 1,549 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $147K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.06% of World Investment Advisors's portfolio in Q2 2026, its #344 holding.
  • World Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • World Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $13.8M in Q1 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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