Axxcess Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Axxcess Wealth Management’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	$777K	Sell	8,217 -5,509	-40%	-$521K	0.01%	593
2026 Q1	$1.31M	Sell	13,726 -379	-3%	-$36.5K	0.04%	219
2025 Q4	$1.36M	Buy	14,105 +1,100	+8%	+$106K	0.02%	456
2025 Q3	$1.25M	Sell	13,005 -11,294	-46%	-$1.08M	0.03%	403
2025 Q2	$2.33M	Sell	24,299 -183,556	-88%	-$17.4M	0.05%	258
2025 Q1	$19.8M	Buy	207,855 +187,371	+915%	+$17.5M	0.53%	39
2024 Q4	$1.89M	Buy	20,484 +986	+5%	+$93.2K	0.05%	286
2024 Q3	$1.91M	Buy	19,498 +7,508	+63%	+$726K	0.05%	275
2024 Q2	$1.12M	Sell	11,990 -291	-2%	-$27K	0.03%	349
2024 Q1	$1.16M	Sell	12,281 -122,715	-91%	-$11.6M	0.03%	342
2023 Q4	$13M	Buy	134,996 +29,516	+28%	+$2.73M	0.38%	55
2023 Q3	$9.66M	Buy	105,480 +55,437	+111%	+$5.23M	0.33%	65
2023 Q2	$4.83M	Sell	50,043 -3,259	-6%	-$320K	0.35%	69
2023 Q1	$5.28M	Buy	53,302 +40,410	+313%	+$3.95M	0.4%	54
2022 Q4	$1.23M	Sell	12,892 -2,379	-16%	-$228K	0.1%	193
2022 Q3	$1.47M	Sell	15,271 -65,113	-81%	-$6.61M	0.14%	146
2022 Q2	$8.22M	Buy	80,384 +77,200	+2,425%	+$7.92M	0.76%	21
2022 Q1	$342K	Sell	3,184 -10,547	-77%	-$1.17M	0.03%	444
2021 Q4	$1.58M	Buy	+13,731	New	+$1.58M	0.12%	146

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

Axxcess Wealth Management's IEF Position: Q2 2026 in Review

Axxcess Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 40% in Q2 2026, selling an estimated $521K and leaving 8,217 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #593.

Axxcess Wealth Management first reported a position in IEF in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.8M in Q1 2025. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Axxcess Wealth Management held 8,217 shares of iShares 7-10 Year Treasury Bond ETF worth $777K as of Q2 2026.
Axxcess Wealth Management sold 5,509 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $521K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #593 holding.
Axxcess Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Axxcess Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $19.8M in Q1 2025.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.