Arete Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Arete Wealth Advisors’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	$3.56M	Buy	37,594 +670	+2%	+$63.4K	0.24%	101
2026 Q1	$3.53M	Sell	36,924 -40,078	-52%	-$3.86M	0.26%	94
2025 Q4	$7.4M	Sell	77,002 -23,998	-24%	-$2.32M	0.51%	54
2025 Q3	$9.74M	Sell	101,000 -58,456	-37%	-$5.59M	0.61%	36
2025 Q2	$15.3M	Sell	159,456 -52,934	-25%	-$5.01M	1.08%	18
2025 Q1	$20.3M	Buy	212,390 +14,306	+7%	+$1.34M	1.55%	8
2024 Q4	$18.3M	Buy	198,084 +977	+0.5%	+$92.3K	1.32%	13
2024 Q3	$19.3M	Buy	197,107 +3,373	+2%	+$326K	1.66%	10
2024 Q2	$18.2M	Buy	193,734 +61,876	+47%	+$5.75M	1.49%	9
2024 Q1	$12.5M	Buy	131,858 +5,688	+5%	+$539K	1.15%	13
2023 Q4	$12.2M	Buy	126,170 +122,338	+3,193%	+$11.3M	0.93%	20
2023 Q3	$351K	Sell	3,832 -98,108	-96%	-$9.25M	0.06%	312
2023 Q2	$9.85M	Sell	101,940 -139,720	-58%	-$13.7M	0.87%	20
2023 Q1	$24M	Sell	241,660 -22,337	-8%	-$2.18M	1.95%	7
2022 Q4	$25.3M	Buy	263,997 +15,024	+6%	+$1.44M	2.21%	6
2022 Q3	$23.9M	Buy	+248,973	New	+$25.3M	2.34%	6
2020 Q3	–	Sell	-2,312	Closed	-$282K	–	399
2020 Q2	$282K	Buy	+2,312	New	+$281K	0.05%	302
2019 Q4	–	Sell	-3,460	Closed	-$389K	–	407
2019 Q3	$389K	Buy	+3,460	New	+$386K	0.07%	253
2019 Q2	–	Sell	-2,778	Closed	-$296K	–	407
2019 Q1	$296K	Sell	2,778 -1,527	-35%	-$160K	0.06%	285
2018 Q4	$449K	Buy	+4,305	New	+$436K	0.11%	203

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

Arete Wealth Advisors's IEF Position: Q2 2026 in Review

Arete Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.8% in Q2 2026, buying an estimated $63.4K and bringing the position to 37,594 shares worth $3.56M. The position accounts for 0.24% of the portfolio, ranked #101.

Arete Wealth Advisors first reported a position in IEF in Q4 2018 and has held it in 20 quarters since. The position peaked at $25.3M in Q4 2022. 1,139 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Arete Wealth Advisors held 37,594 shares of iShares 7-10 Year Treasury Bond ETF worth $3.56M as of Q2 2026.
Arete Wealth Advisors bought 670 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $63.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.24% of Arete Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Arete Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 20 quarters since.
Arete Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $25.3M in Q4 2022.
1,139 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.