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

Barnes Dennig Private 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	$70.2K	Buy	742 +96	+15%	+$9.09K	0.06%	140
2026 Q1	$61.7K	Buy	646 +57	+10%	+$5.48K	0.06%	139
2025 Q4	$56.6K	Buy	589 +1	+0.2%	+$97	0.06%	136
2025 Q3	$56.7K	Buy	588 +45	+8%	+$4.3K	0.06%	127
2025 Q2	$52K	Buy	+543	New	+$51.3K	0.06%	124

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Barnes Dennig Private Wealth Management's IEF Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q2 2026, buying an estimated $9.09K and bringing the position to 742 shares worth $70.2K. The position accounts for 0.06% of the portfolio, ranked #140.

Barnes Dennig Private Wealth Management first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Barnes Dennig Private Wealth Management held 742 shares of iShares 7-10 Year Treasury Bond ETF worth $70.2K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 96 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.09K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #140 holding.
Barnes Dennig Private Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.