B. Riley Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

B. Riley Wealth Advisors’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	$842K	Buy	8,856 +974	+12%	+$92.2K	0.05%	344
2026 Q1	$751K	Buy	+7,882	New	+$758K	0.05%	346
2025 Q4	–	Sell	-2,281	Closed	-$220K	–	1091
2025 Q3	$220K	Sell	2,281 -94	-4%	-$8.99K	0.01%	860
2025 Q2	$227K	Buy	+2,375	New	+$225K	0.01%	829
2024 Q4	$938K	Sell	10,144 -26,392	-72%	-$2.49M	0.03%	469
2024 Q3	$3.58M	Buy	36,536 +31,155	+579%	+$3.01M	0.1%	202
2024 Q2	$504K	Buy	5,381 +514	+11%	+$47.8K	0.01%	811
2024 Q1	$446K	Sell	4,867 -15,979	-77%	-$1.51M	0.01%	847
2023 Q4	$2.01M	Buy	20,846 +15,979	+328%	+$1.48M	0.05%	357
2023 Q3	$446K	Sell	4,867 -14,116	-74%	-$1.33M	0.01%	847
2023 Q2	$1.83M	Sell	18,983 -9,500	-33%	-$934K	0.04%	390
2023 Q1	$2.82M	Buy	28,483 +19,395	+213%	+$1.9M	0.08%	263
2022 Q4	$870K	Buy	9,088 +2,133	+31%	+$205K	0.02%	583
2022 Q3	$668K	Buy	+6,955	New	+$706K	0.02%	654
2022 Q2	–	Sell	-22,554	Closed	-$2.42M	–	1300
2022 Q1	$2.42M	Buy	22,554 +11,827	+110%	+$1.31M	0.08%	260
2021 Q4	$1.23M	Buy	10,727 +7,827	+270%	+$900K	0.04%	465
2021 Q3	$335K	Buy	2,900 +235	+9%	+$27.5K	0.01%	986
2021 Q2	$308K	Sell	2,665 -656	-20%	-$75.1K	0.01%	1010
2021 Q1	$375K	Sell	3,321 -710	-18%	-$82.7K	0.01%	875
2020 Q4	$484K	Sell	4,031 -4,123	-51%	-$496K	0.03%	546
2020 Q3	$994K	Sell	8,154 -54,925	-87%	-$6.7M	0.05%	308
2020 Q2	$7.69M	Buy	63,079 +52,433	+493%	+$6.37M	0.51%	42
2020 Q1	$1.29M	Buy	+10,646	New	+$1.23M	0.11%	191
2019 Q4	–	Sell	-3,392	Closed	-$382K	–	874
2019 Q3	$382K	Sell	3,392 -27,654	-89%	-$3.09M	0.04%	501
2019 Q2	$3.42M	Buy	31,046 +27,742	+840%	+$2.97M	0.37%	55
2019 Q1	$353K	Sell	3,304 -3,927	-54%	-$411K	0.04%	438
2018 Q4	$754K	Buy	7,231 +4,904	+211%	+$497K	0.11%	207
2018 Q3	$236K	Sell	2,327 -939	-29%	-$95.8K	0.03%	585
2018 Q2	$335K	Sell	3,266 -27	-0.8%	-$2.75K	0.04%	422
2018 Q1	$340K	Buy	3,293 +1,096	+50%	+$113K	0.05%	415
2017 Q4	$232K	Sell	2,197 -413	-16%	-$43.8K	0.03%	536
2017 Q3	$278K	Buy	2,610 +108	+4%	+$11.6K	0.05%	400
2017 Q2	$268K	Sell	2,502 -1,824	-42%	-$195K	0.05%	397
2017 Q1	$457K	Buy	+4,326	New	+$454K	0.09%	249
2015 Q1	–	Sell	-13,422	Closed	-$1.42K	–	1228
2014 Q4	$1.42K	Buy	+13,422	New	+$1.42M	0.03%	653
2014 Q3	–	Sell	-41,990	Closed	-$2.28M	–	1226
2014 Q2	$2.28M	Buy	+41,990	New	+$4.31M	0.53%	27
2014 Q1	–	Sell	-2,526	Closed	-$251K	–	770
2013 Q4	$251K	Sell	2,526 -110	-4%	-$11.2K	0.08%	285
2013 Q3	$269K	Sell	2,636 -2,522	-49%	-$255K	0.09%	247
2013 Q2	$529K	Buy	+5,158	New	+$550K	0.18%	143

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

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

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

B. Riley Wealth Advisors's IEF Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, buying an estimated $92.2K and bringing the position to 8,856 shares worth $842K. The position accounts for 0.05% of the portfolio, ranked #344.

B. Riley Wealth Advisors first reported a position in IEF in Q2 2013 and has held it in 39 quarters since. The position peaked at $7.69M in Q2 2020. 388 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

B. Riley Wealth Advisors held 8,856 shares of iShares 7-10 Year Treasury Bond ETF worth $842K as of Q2 2026.
B. Riley Wealth Advisors bought 974 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $92.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #344 holding.
B. Riley Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 39 quarters since.
B. Riley Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $7.69M in Q2 2020.
388 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.