Y.D. More Investments’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Y.D. More Investments’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	$37.8K	Buy	400 +300	+300%	+$28.4K	﹤0.01%	340
2026 Q1	$9.53K	Hold	100	–	–	﹤0.01%	370
2025 Q4	$9.62K	Hold	100	–	–	﹤0.01%	366
2025 Q3	$9.65K	Hold	100	–	–	﹤0.01%	374
2025 Q2	$9.58K	Hold	100	–	–	﹤0.01%	379
2025 Q1	$9.54K	Hold	100	–	–	﹤0.01%	385
2024 Q4	$9.24K	Hold	100	–	–	﹤0.01%	374
2024 Q3	$9.81K	Hold	100	–	–	﹤0.01%	360
2024 Q2	$9.37K	Hold	100	–	–	﹤0.01%	371
2024 Q1	$9.47K	Sell	100 -120	-55%	-$11.4K	﹤0.01%	314
2023 Q4	$21.1K	Buy	220 +120	+120%	+$11.1K	﹤0.01%	296
2023 Q3	$9.16K	Hold	100	–	–	﹤0.01%	313
2023 Q2	$9.66K	Hold	100	–	–	﹤0.01%	288
2023 Q1	$9.91K	Hold	100	–	–	﹤0.01%	300
2022 Q4	$9.62K	Buy	+100	New	+$9.6K	﹤0.01%	348

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

Y.D. More Investments's IEF Position: Q2 2026 in Review

Y.D. More Investments increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 300% in Q2 2026, buying an estimated $28.4K and bringing the position to 400 shares worth $37.8K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Y.D. More Investments first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Y.D. More Investments held 400 shares of iShares 7-10 Year Treasury Bond ETF worth $37.8K as of Q2 2026.
Y.D. More Investments bought 300 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.4K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #340 holding.
Y.D. More Investments first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.