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

BankPlus 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 		$214K Buy
2,259
+22
+1% +$2.08K 0.1% 118
2026
Q1 		$213K Buy
2,237
+14
+0.6% +$1.35K 0.11% 112
2025
Q4 		$214K Buy
+2,223
New +$215K 0.12% 106

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

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

BankPlus Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.98% in Q2 2026, buying an estimated $2.08K and bringing the position to 2,259 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #118.

BankPlus Wealth Management first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • BankPlus Wealth Management held 2,259 shares of iShares 7-10 Year Treasury Bond ETF worth $214K as of Q2 2026.
  • BankPlus Wealth Management bought 22 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.08K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of BankPlus Wealth Management's portfolio in Q2 2026, its #118 holding.
  • BankPlus Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • BankPlus Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $214K in Q4 2025.
  • 542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.