Accurate Wealth Management
IEF icon

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
Q3 		– Sell
-46,805
Closed -$4.38M – 616
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 		$9.8M Sell
64,286
-18,095
-22% -$2.08M 8.03% 1
2021
Q3 		$11.9M Buy
+82,381
New +$9.6M 10.38% 1

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Accurate Wealth Management's IEF Position: Q3 2026 in Review

Accurate Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 46,805 shares — an estimated $4.38M sold.

Accurate Wealth Management first reported a position in IEF in Q3 2021 and held it in 10 quarters. The position peaked at $12.8M in Q1 2025. 936 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Accurate Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 46,805 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.38M.
  • Accurate Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and held it in 10 quarters.
  • Accurate Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $12.8M in Q1 2025.
  • 936 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.