4J Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

4J Wealth Management’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	$275K	Sell	2,912 -20	-0.7%	-$1.89K	0.14%	88
2026 Q1	$280K	Sell	2,932 -116	-4%	-$11.2K	0.16%	85
2025 Q4	$293K	Sell	3,048 -205	-6%	-$19.8K	0.17%	76
2025 Q3	$314K	Sell	3,253 -55	-2%	-$5.26K	0.18%	71
2025 Q2	$317K	Sell	3,308 -187	-5%	-$17.7K	0.21%	68
2025 Q1	$333K	Buy	3,495 +10	+0.3%	+$936	0.26%	63
2024 Q4	$322K	Sell	3,485 -429	-11%	-$40.5K	0.26%	61
2024 Q3	$384K	Hold	3,914	–	–	0.3%	57
2024 Q2	$366K	Sell	3,914 -55	-1%	-$5.11K	0.3%	53
2024 Q1	$376K	Sell	3,969 -854	-18%	-$80.9K	0.32%	56
2023 Q4	$465K	Sell	4,823 -583	-11%	-$53.9K	0.42%	49
2023 Q3	$495K	Buy	5,406 +268	+5%	+$25.3K	0.49%	46
2023 Q2	$496K	Sell	5,138 -34	-0.7%	-$3.34K	0.48%	48
2023 Q1	$513K	Buy	5,172 +85	+2%	+$8.31K	0.55%	42
2022 Q4	$487K	Buy	5,087 +898	+21%	+$86.2K	0.57%	40
2022 Q3	$402K	Sell	4,189 -101	-2%	-$10.2K	0.51%	44
2022 Q2	$439K	Sell	4,290 -785	-15%	-$80.6K	0.55%	39
2022 Q1	$545K	Sell	5,075 -531	-9%	-$58.9K	0.48%	39
2021 Q4	$645K	Buy	5,606 +113	+2%	+$13K	0.54%	39
2021 Q3	$633K	Sell	5,493 -77	-1%	-$9K	0.55%	39
2021 Q2	$643K	Sell	5,570 -475	-8%	-$54.4K	0.56%	40
2021 Q1	$683K	Sell	6,045 -118	-2%	-$13.7K	0.64%	41
2020 Q4	$739K	Buy	+6,163	New	+$741K	0.71%	36

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

4J Wealth Management's IEF Position: Q2 2026 in Review

4J Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.68% in Q2 2026, selling an estimated $1.89K and leaving 2,912 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #88.

4J Wealth Management first reported a position in IEF in Q4 2020 and has held it in 23 quarters since. The position peaked at $739K in Q4 2020. 482 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

4J Wealth Management held 2,912 shares of iShares 7-10 Year Treasury Bond ETF worth $275K as of Q2 2026.
4J Wealth Management sold 20 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.89K.
iShares 7-10 Year Treasury Bond ETF made up 0.14% of 4J Wealth Management's portfolio in Q2 2026, its #88 holding.
4J Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 23 quarters since.
4J Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $739K in Q4 2020.
482 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.