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

Activest 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 		$93.6K Buy
+990
New +$93.7K 0.02% 196

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

Activest Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 990 shares worth $93.6K. The stake represents 0.02% of the portfolio and ranks #196 among its holdings.

439 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Activest Wealth Management held 990 shares of iShares 7-10 Year Treasury Bond ETF worth $93.6K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Activest Wealth Management position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Activest Wealth Management's portfolio in Q2 2026, its #196 holding.
  • 439 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.