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

Accurate 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	$4.38M	Buy	+46,805	New	+$4.43M	0.42%	50
2025 Q2	–	Sell	-137,273	Closed	-$12.8M	–	451
2025 Q1	$12.8M	Buy	137,273 +133,487	+3,526%	+$12.5M	2.45%	5
2024 Q4	$346K	Sell	3,786 -997	-21%	-$94.2K	0.07%	267
2024 Q3	$460K	Buy	4,783 +2,329	+95%	+$225K	0.09%	208
2024 Q2	$232K	Buy	+2,454	New	+$228K	0.06%	294
2023 Q1	–	Sell	-1,054	Closed	-$103K	–	794
2022 Q4	$103K	Buy	+1,054	New	+$101K	0.04%	309
2022 Q3	–	Sell	-25,094	Closed	-$2.56M	–	200
2022 Q2	$2.56M	Buy	25,094 +21,808	+664%	+$2.24M	1.39%	12
2022 Q1	$353K	Sell	3,286 -61,000	-95%	-$6.77M	0.16%	112
2021 Q4	$9.83M	Sell	64,286 -18,095	-22%	-$2.08M	8.03%	1
2021 Q3	$11.9M	Buy	+82,381	New	+$9.63M	10.38%	1

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

Accurate Wealth Management's IEF Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 46,805 shares worth $4.38M. The stake represents 0.42% of the portfolio and ranks #50 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in IEF as recently as Q1 2025.

Accurate Wealth Management first reported a position in IEF in Q3 2021 and has held it in 10 quarters since. The position peaked at $12.8M in Q1 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Accurate Wealth Management held 46,805 shares of iShares 7-10 Year Treasury Bond ETF worth $4.38M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Accurate Wealth Management position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.42% of Accurate Wealth Management's portfolio in Q2 2026, its #50 holding.
Accurate Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 10 quarters since.
Accurate Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $12.8M in Q1 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.