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

Aurora 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	$338K	Sell	3,577 -93	-3%	-$8.8K	0.21%	112
2026 Q1	$352K	Hold	3,670	–	–	0.25%	100
2025 Q4	$353K	Buy	+3,670	New	+$355K	0.23%	101
2023 Q3	–	Sell	-3,564	Closed	-$344K	–	140
2023 Q2	$344K	Buy	+3,564	New	+$350K	0.39%	74
2022 Q2	–	Sell	-2,845	Closed	-$306K	–	185
2022 Q1	$306K	Sell	2,845 -131	-4%	-$14.5K	0.13%	137
2021 Q4	$342K	Sell	2,976 -17	-0.6%	-$1.95K	0.15%	120
2021 Q3	$345K	Buy	2,993 +466	+18%	+$54.5K	0.14%	145
2021 Q2	$292K	Buy	+2,527	New	+$289K	0.12%	154

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

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

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Aurora Private Wealth's IEF Position: Q2 2026 in Review

Aurora Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.5% in Q2 2026, selling an estimated $8.8K and leaving 3,577 shares worth $338K. The position accounts for 0.21% of the portfolio, ranked #112.

Aurora Private Wealth first reported a position in IEF in Q2 2021 and has held it in 8 quarters since. The position peaked at $353K in Q4 2025. 411 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Aurora Private Wealth held 3,577 shares of iShares 7-10 Year Treasury Bond ETF worth $338K as of Q2 2026.
Aurora Private Wealth sold 93 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.8K.
iShares 7-10 Year Treasury Bond ETF made up 0.21% of Aurora Private Wealth's portfolio in Q2 2026, its #112 holding.
Aurora Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2021 and has held it in 8 quarters since.
Aurora Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $353K in Q4 2025.
411 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.