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

Apollon 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	$3.7M	Buy	39,133 +3,782	+11%	+$358K	0.05%	333
2026 Q1	$3.37M	Buy	35,351 +29,049	+461%	+$2.79M	0.05%	275
2025 Q4	$606K	Sell	6,302 -1,429	-18%	-$138K	0.01%	764
2025 Q3	$746K	Sell	7,731 -1,238	-14%	-$118K	0.01%	686
2025 Q2	$859K	Sell	8,969 -12,338	-58%	-$1.17M	0.02%	596
2025 Q1	$2.03M	Sell	21,307 -19,544	-48%	-$1.83M	0.04%	330
2024 Q4	$3.78M	Buy	40,851 +16,512	+68%	+$1.56M	0.09%	210
2024 Q3	$2.39M	Sell	24,339 -245	-1%	-$23.7K	0.07%	263
2024 Q2	$2.3M	Buy	24,584 +3,738	+18%	+$347K	0.07%	253
2024 Q1	$1.97M	Sell	20,846 -706	-3%	-$66.9K	0.06%	293
2023 Q4	$2.08M	Buy	21,552 +13,915	+182%	+$1.29M	0.07%	251
2023 Q3	$699K	Sell	7,637 -15,351	-67%	-$1.45M	0.04%	459
2023 Q2	$2.22M	Buy	22,988 +9,352	+69%	+$919K	0.11%	197
2023 Q1	$1.35M	Buy	13,636 +8,247	+153%	+$806K	0.08%	254
2022 Q4	$516K	Buy	+5,389	New	+$517K	0.04%	506
2022 Q1	–	Sell	-4,693	Closed	-$540K	–	788
2021 Q4	$540K	Buy	+4,693	New	+$539K	0.04%	441
2019 Q3	–	Sell	-1,184	Closed	-$130K	–	82
2019 Q2	$130K	Buy	+1,184	New	+$127K	0.15%	58

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

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

Apollon Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, buying an estimated $358K and bringing the position to 39,133 shares worth $3.7M. The position accounts for 0.05% of the portfolio, ranked #333.

Apollon Wealth Management first reported a position in IEF in Q2 2019 and has held it in 17 quarters since. The position peaked at $3.78M in Q4 2024. 482 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Apollon Wealth Management held 39,133 shares of iShares 7-10 Year Treasury Bond ETF worth $3.7M as of Q2 2026.
Apollon Wealth Management bought 3,782 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $358K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #333 holding.
Apollon Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 17 quarters since.
Apollon Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.78M in Q4 2024.
482 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.