Accretive Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Accretive Wealth Partners’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	$284K	Hold	3,000	–	–	0.07%	149
2026 Q1	$286K	Hold	3,000	–	–	0.08%	146
2025 Q4	$288K	Hold	3,000	–	–	0.09%	129
2025 Q3	$289K	Hold	3,000	–	–	0.09%	127
2025 Q2	$287K	Sell	3,000 -600	-17%	-$56.7K	0.09%	126
2025 Q1	$341K	Hold	3,600	–	–	0.12%	121
2024 Q4	$333K	Hold	3,600	–	–	0.14%	113
2024 Q3	$353K	Buy	+3,600	New	+$348K	0.15%	112

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

Accretive Wealth Partners's IEF Position: Q2 2026 in Review

Accretive Wealth Partners held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 3,000 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #149.

Accretive Wealth Partners first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $353K in Q3 2024. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Accretive Wealth Partners held 3,000 shares of iShares 7-10 Year Treasury Bond ETF worth $284K as of Q2 2026.
Accretive Wealth Partners left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Accretive Wealth Partners's portfolio in Q2 2026, its #149 holding.
Accretive Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Accretive Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $353K in Q3 2024.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.