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

AE 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
Q1 		$6.65M Sell
69,657
-23,218
-25% -$2.23M 0.04% 355
2025
Q4 		$8.93M Buy
92,875
+42,810
+86% +$4.14M 0.05% 301
2025
Q3 		$4.83M Buy
50,065
+24,513
+96% +$2.34M 0.03% 371
2025
Q2 		$2.45M Sell
25,552
-11,349
-31% -$1.07M 0.02% 487
2025
Q1 		$3.52M Sell
36,901
-9,206
-20% -$861K 0.03% 413
2024
Q4 		$4.26M Buy
46,107
+16,811
+57% +$1.59M 0.04% 369
2024
Q3 		$2.87M Buy
29,296
+592
+2% +$57.2K 0.03% 442
2024
Q2 		$2.69M Buy
28,704
+182
+0.6% +$16.9K 0.03% 455
2024
Q1 		$2.7M Sell
28,522
-415,783
-94% -$39.4M 0.03% 423
2023
Q4 		$42.2M Buy
444,305
+49,348
+12% +$4.56M 0.22% 100
2023
Q3 		$36.2M Sell
394,957
-84,579
-18% -$7.98M 0.22% 97
2023
Q2 		$46.3M Sell
479,536
-1,002,324
-68% -$98.5M 0.28% 67
2023
Q1 		$147M Buy
1,481,860
+892,456
+151% +$87.2M 0.95% 12
2022
Q4 		$56.5M Buy
589,404
+240,844
+69% +$23.1M 0.41% 38
2022
Q3 		$33.5M Sell
348,560
-51,460
-13% -$5.22M 0.27% 76
2022
Q2 		$40.9M Buy
400,020
+76,161
+24% +$7.82M 0.33% 62
2022
Q1 		$34.8M Sell
323,859
-427,775
-57% -$47.5M 0.24% 91
2021
Q4 		$86.4M Buy
751,634
+573,549
+322% +$65.9M 0.6% 31
2021
Q3 		$20.5M Buy
178,085
+50,406
+39% +$5.89M 0.17% 130
2021
Q2 		$14.7M Buy
127,679
+24,614
+24% +$2.82M 0.13% 162
2021
Q1 		$11.6M Sell
103,065
-359,732
-78% -$41.9M 0.12% 179
2020
Q4 		$55.5M Buy
462,797
+97,272
+27% +$11.7M 0.63% 28
2020
Q3 		$44.5M Buy
365,525
+175,333
+92% +$21.4M 0.64% 26
2020
Q2 		$23.2M Buy
190,192
+101,598
+115% +$12.3M 0.36% 58
2020
Q1 		$10.8M Buy
88,594
+66,035
+293% +$7.6M 0.25% 83
2019
Q4 		$2.49M Sell
22,559
-8,137
-27% -$907K 0.05% 296
2019
Q3 		$3.45M Buy
30,696
+5,430
+21% +$606K 0.1% 186
2019
Q2 		$2.78M Buy
25,266
+12,946
+105% +$1.39M 0.08% 188
2019
Q1 		$1.31M Buy
12,320
+7,867
+177% +$823K 0.09% 179
2018
Q4 		$464K Buy
4,453
+1,592
+56% +$161K 0.08% 260
2018
Q3 		$289K Buy
+2,861
New +$292K 0.02% 460
2017
Q3 		– Sell
-1,941
Closed -$207K – 406
2017
Q2 		$207K Buy
+1,941
New +$207K 0.02% 355

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

AE Wealth Management's IEF Position: Q1 2026 in Review

AE Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q1 2026, selling an estimated $2.23M and leaving 69,657 shares worth $6.65M. The position accounts for 0.04% of the portfolio, ranked #355.

AE Wealth Management first reported a position in IEF in Q2 2017 and has held it in 32 quarters since. The position peaked at $147M in Q1 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • AE Wealth Management held 69,657 shares of iShares 7-10 Year Treasury Bond ETF worth $6.65M as of Q1 2026.
  • AE Wealth Management sold 23,218 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.23M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of AE Wealth Management's portfolio in Q1 2026, its #355 holding.
  • AE Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 32 quarters since.
  • AE Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $147M in Q1 2023.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.