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Ashton Thomas Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ashton Thomas Private Wealth’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 		$4.01M Buy
41,989
+17,737
+73% +$1.71M 0.09% 224
2025
Q4 		$2.33M Sell
24,252
-30,376
-56% -$2.94M 0.06% 305
2025
Q3 		$5.27M Buy
54,628
+26,960
+97% +$2.58M 0.14% 170
2025
Q2 		$2.65M Buy
27,668
+13,494
+95% +$1.28M 0.09% 229
2025
Q1 		$1.35M Buy
14,174
+5,852
+70% +$548K 0.05% 320
2024
Q4 		$769K Sell
8,322
-2,004
-19% -$189K 0.03% 439
2024
Q3 		$1.01M Buy
10,326
+9,105
+746% +$880K 0.05% 310
2024
Q2 		$114K Sell
1,221
-4,203
-77% -$390K 0.01% 720
2024
Q1 		$513K Buy
5,424
+1,895
+54% +$180K 0.03% 411
2023
Q4 		$340K Buy
3,529
+1,281
+57% +$118K 0.02% 482
2023
Q3 		$206K Buy
+2,248
New +$212K 0.02% 536
2023
Q2 		– Sell
-22,968
Closed -$2.28M – 586
2023
Q1 		$2.28M Buy
+22,968
New +$2.25M 0.2% 139
2022
Q3 		– Sell
-9,975
Closed -$1.02M – 465
2022
Q2 		$1.02M Sell
9,975
-13,943
-58% -$1.43M 0.11% 209
2022
Q1 		$2.57M Buy
23,918
+14,734
+160% +$1.64M 0.22% 122
2021
Q4 		$1.06M Buy
9,184
+1,298
+16% +$149K 0.1% 224
2021
Q3 		$909K Buy
7,886
+1,800
+30% +$210K 0.13% 171
2021
Q2 		$703K Sell
6,086
-204
-3% -$23.3K 0.11% 211
2021
Q1 		$710K Sell
6,290
-9,324
-60% -$1.09M 0.12% 189
2020
Q4 		$1.87M Sell
15,614
-12,964
-45% -$1.56M 0.36% 75
2020
Q3 		$3.48M Sell
28,578
-180,781
-86% -$22.1M 0.87% 23
2020
Q2 		$25.5M Buy
209,359
+206,673
+7,694% +$25.1M 7.58% 1
2020
Q1 		$326K Buy
+2,686
New +$309K 0.13% 158
2019
Q4 		– Sell
-4,707
Closed -$529K – 235
2019
Q3 		$529K Sell
4,707
-247,379
-98% -$27.6M 0.22% 103
2019
Q2 		$27.7M Buy
252,086
+223,516
+782% +$24M 10.67% 1
2019
Q1 		$3.05M Buy
+28,570
New +$2.99M 1.25% 17

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

Ashton Thomas Private Wealth's IEF Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 73% in Q1 2026, buying an estimated $1.71M and bringing the position to 41,989 shares worth $4.01M. The position accounts for 0.09% of the portfolio, ranked #224.

Ashton Thomas Private Wealth first reported a position in IEF in Q1 2019 and has held it in 25 quarters since. The position peaked at $27.7M in Q2 2019. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Ashton Thomas Private Wealth held 41,989 shares of iShares 7-10 Year Treasury Bond ETF worth $4.01M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 17,737 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.71M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #224 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 25 quarters since.
  • Ashton Thomas Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $27.7M in Q2 2019.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.