AWMT
IEF icon

AAFMAA Wealth Management & Trust’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

AAFMAA Wealth Management & Trust’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 		$19.9M Buy
210,322
+19,065
+10% +$1.8M 6.94% 3
2026
Q1 		$18.3M Buy
191,257
+2,620
+1% +$252K 7.08% 3
2025
Q4 		$18.1M Buy
+188,637
New +$18.3M 7.11% 3

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

AAFMAA Wealth Management & Trust's IEF Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $1.8M and bringing the position to 210,322 shares worth $19.9M. The position accounts for 6.94% of the portfolio, ranked #3.

AAFMAA Wealth Management & Trust first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 210,322 shares of iShares 7-10 Year Treasury Bond ETF worth $19.9M as of Q2 2026.
  • AAFMAA Wealth Management & Trust bought 19,065 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.8M.
  • iShares 7-10 Year Treasury Bond ETF made up 6.94% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #3 holding.
  • AAFMAA Wealth Management & Trust first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.