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

Angeles 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	$23.3K	Buy	246 +50	+26%	+$4.73K	﹤0.01%	595
2026 Q1	$18.7K	Sell	196 -614	-76%	-$59.1K	﹤0.01%	500
2025 Q4	$77.9K	Buy	+810	New	+$78.4K	﹤0.01%	408
2023 Q4	–	Sell	-386	Closed	-$35.4K	–	264
2023 Q3	$35.4K	Hold	386	–	–	0.01%	204
2023 Q2	$37.3K	Buy	+386	New	+$37.9K	0.01%	205

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

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

Angeles Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q2 2026, buying an estimated $4.73K and bringing the position to 246 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Angeles Wealth Management first reported a position in IEF in Q2 2023 and has held it in 5 quarters since. The position peaked at $77.9K in Q4 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Angeles Wealth Management held 246 shares of iShares 7-10 Year Treasury Bond ETF worth $23.3K as of Q2 2026.
Angeles Wealth Management bought 50 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.73K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #595 holding.
Angeles Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 5 quarters since.
Angeles Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $77.9K in Q4 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.