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 Q2	$509K	Sell	5,387 -36,602	-87%	-$3.46M	0.01%	776
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 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

Ashton Thomas Private Wealth's IEF Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 87% in Q2 2026, selling an estimated $3.46M and leaving 5,387 shares worth $509K. The position accounts for 0.01% of the portfolio, ranked #776.

Ashton Thomas Private Wealth first reported a position in IEF in Q1 2019 and has held it in 26 quarters since. The position peaked at $27.7M in Q2 2019. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Ashton Thomas Private Wealth held 5,387 shares of iShares 7-10 Year Treasury Bond ETF worth $509K as of Q2 2026.
Ashton Thomas Private Wealth sold 36,602 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.46M.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #776 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 26 quarters since.
Ashton Thomas Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $27.7M in Q2 2019.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.