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Avidian Wealth Enterprises’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Avidian Wealth Enterprises’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 		$1.22M Buy
12,949
+3,007
+30% +$285K 0.03% 282
2026
Q1 		$949K Buy
9,942
+3,091
+45% +$297K 0.03% 298
2025
Q4 		$659K Sell
6,851
-47
-0.7% -$4.55K 0.02% 309
2025
Q3 		$665K Buy
6,898
+356
+5% +$34K 0.03% 300
2025
Q2 		$627K Buy
6,542
+370
+6% +$35K 0.03% 284
2025
Q1 		$589K Buy
6,172
+1,069
+21% +$100K 0.03% 282
2024
Q4 		$472K Buy
5,103
+537
+12% +$50.7K 0.02% 306
2024
Q3 		$448K Sell
4,566
-691
-13% -$66.8K 0.02% 312
2024
Q2 		$492K Buy
5,257
+101
+2% +$9.38K 0.02% 299
2024
Q1 		$488K Buy
5,156
+83
+2% +$7.87K 0.02% 272
2023
Q4 		$489K Sell
5,073
-1,810
-26% -$167K 0.03% 271
2023
Q3 		$630K Sell
6,883
-4,238
-38% -$400K 0.04% 217
2023
Q2 		$1.07M Buy
11,121
+2,420
+28% +$238K 0.07% 169
2023
Q1 		$862K Buy
8,701
+1,309
+18% +$128K 0.05% 220
2022
Q4 		$708K Sell
7,392
-48,146
-87% -$4.62M 0.05% 224
2022
Q3 		$5.33M Buy
55,538
+50,373
+975% +$5.11M 0.39% 51
2022
Q2 		$528K Sell
5,165
-5,748
-53% -$590K 0.04% 258
2022
Q1 		$1.17M Sell
10,913
-2,175
-17% -$241K 0.07% 171
2021
Q4 		$1.5M Buy
+13,088
New +$1.5M 0.09% 140
2021
Q1 		– Sell
-2,777
Closed -$333K – 382
2020
Q4 		$333K Buy
2,777
+483
+21% +$58.1K 0.03% 242
2020
Q3 		$279K Sell
2,294
-336
-13% -$41K 0.03% 227
2020
Q2 		$321K Buy
+2,630
New +$320K 0.04% 183

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Avidian Wealth Enterprises's IEF Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 30% in Q2 2026, buying an estimated $285K and bringing the position to 12,949 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #282.

Avidian Wealth Enterprises first reported a position in IEF in Q2 2020 and has held it in 22 quarters since. The position peaked at $5.33M in Q3 2022. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Avidian Wealth Enterprises held 12,949 shares of iShares 7-10 Year Treasury Bond ETF worth $1.22M as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,007 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $285K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #282 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 22 quarters since.
  • Avidian Wealth Enterprises's iShares 7-10 Year Treasury Bond ETF position peaked at $5.33M in Q3 2022.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.