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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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: Q1 2026 in Review

Axxcess Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.7% in Q1 2026, selling an estimated $36.5K and leaving 13,726 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #219.

Axxcess Wealth Management first reported a position in IEF in Q4 2021 and has held it in 18 quarters since. The position peaked at $19.8M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Axxcess Wealth Management held 13,726 shares of iShares 7-10 Year Treasury Bond ETF worth $1.31M as of Q1 2026.
  • Axxcess Wealth Management sold 379 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $36.5K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q1 2026, its #219 holding.
  • Axxcess Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $19.8M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.