Balboa Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Balboa Wealth Partners’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	–	Sell	-2,527	Closed	-$241K	–	488
2026 Q1	$241K	Buy	2,527 +145	+6%	+$13.9K	0.04%	358
2025 Q4	$229K	Sell	2,382 -138	-5%	-$13.4K	0.04%	349
2025 Q3	$243K	Sell	2,520 -953	-27%	-$91.1K	0.04%	318
2025 Q2	$333K	Buy	+3,473	New	+$328K	0.07%	228
2023 Q4	–	Sell	-21,172	Closed	-$1.94M	–	303
2023 Q3	$1.94M	Buy	21,172 +18,205	+614%	+$1.72M	0.73%	23
2023 Q2	$287K	Buy	+2,967	New	+$292K	0.1%	170

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

Balboa Wealth Partners's IEF Position: Q2 2026 in Review

Balboa Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 2,527 shares — an estimated $241K sold.

Balboa Wealth Partners first reported a position in IEF in Q2 2023 and held it in 6 quarters. The position peaked at $1.94M in Q3 2023. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Balboa Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Balboa Wealth Partners sold 2,527 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $241K.
Balboa Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and held it in 6 quarters.
Balboa Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $1.94M in Q3 2023.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.