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 Q1	–	Sell	-14,000	Closed	-$1.35M	–	686
2025 Q4	$1.35M	Hold	14,000	–	–	0.05%	184
2025 Q3	$1.35M	Hold	14,000	–	–	0.05%	181
2025 Q2	$1.34M	Hold	14,000	–	–	0.05%	169
2025 Q1	$24.6K	Hold	14,000	–	–	﹤0.01%	515
2024 Q4	$48K	Hold	14,000	–	–	﹤0.01%	503
2024 Q3	$1.37M	Hold	14,000	–	–	0.06%	148
2024 Q2	$1.31M	Buy	+14,000	New	+$1.3M	0.05%	158

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Avidian Wealth Enterprises's IEF Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 45% in Q1 2026, buying an estimated $297K and bringing the position to 9,942 shares worth $949K. The position accounts for 0.03% of the portfolio, ranked #298.

Avidian Wealth Enterprises first reported a position in IEF in Q2 2020 and has held it in 21 quarters since. The position peaked at $5.33M in Q3 2022. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Avidian Wealth Enterprises held 9,942 shares of iShares 7-10 Year Treasury Bond ETF worth $949K as of Q1 2026.
Avidian Wealth Enterprises bought 3,091 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $297K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #298 holding.
Avidian Wealth Enterprises first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 21 quarters since.
Avidian Wealth Enterprises's iShares 7-10 Year Treasury Bond ETF position peaked at $5.33M in Q3 2022.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.