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

Biltmore 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	$1.87M	Buy	19,558 +569	+3%	+$54.7K	0.66%	17
2025 Q4	$1.83M	Buy	18,989 +363	+2%	+$35.1K	0.69%	16
2025 Q3	$1.8M	Sell	18,626 -440	-2%	-$42.1K	0.69%	16
2025 Q2	$1.83M	Buy	19,066 +233	+1%	+$22K	0.74%	17
2025 Q1	$1.8M	Buy	18,833 +187	+1%	+$17.5K	0.76%	16
2024 Q4	$1.72M	Sell	18,646 -40	-0.2%	-$3.78K	0.72%	17
2024 Q3	$1.83M	Sell	18,686 -1,046	-5%	-$101K	0.75%	16
2024 Q2	$1.85M	Buy	19,732 +212	+1%	+$19.7K	0.8%	17
2024 Q1	$1.88M	Hold	19,520	–	–	0.9%	16
2023 Q4	$1.88M	Sell	19,520 -3,235	-14%	-$299K	0.9%	16
2023 Q3	$2.08M	Sell	22,755 -32,759	-59%	-$3.09M	1.01%	16
2023 Q2	$5.36M	Sell	55,514 -2,175	-4%	-$214K	2.27%	15
2023 Q1	$5.72M	Buy	57,689 +1,097	+2%	+$107K	2.31%	16
2022 Q4	$5.42M	Sell	56,592 -3,258	-5%	-$313K	2.34%	15
2022 Q3	$5.75M	Buy	59,850 +3,847	+7%	+$390K	2.64%	14
2022 Q2	$5.73M	Sell	56,003 -76	-0.1%	-$7.8K	2.52%	15
2022 Q1	$6.03M	Sell	56,079 -5,707	-9%	-$633K	2.34%	15
2021 Q4	$7.11M	Sell	61,786 -11,995	-16%	-$1.38M	2.67%	15
2021 Q3	$8.5M	Buy	+73,781	New	+$8.63M	3.4%	11
2017 Q1	–	Sell	-47,721	Closed	-$5M	–	31
2016 Q4	$5M	Sell	47,721 -84	-0.2%	-$9.02K	4.64%	7
2016 Q3	$5.35M	Sell	47,805 -468	-1%	-$52.4K	4.75%	7
2016 Q2	$5.45M	Buy	48,273 +371	+0.8%	+$41K	4.59%	7
2016 Q1	$5.29M	Buy	+47,902	New	+$5.22M	4.45%	8
2015 Q4	–	Sell	-24,440	Closed	-$2.64M	–	37
2015 Q3	$2.64M	Buy	24,440 +405	+2%	+$43K	2.36%	9
2015 Q2	$2.52M	Buy	24,035 +1,506	+7%	+$160K	2.1%	9
2015 Q1	$2.44M	Buy	22,529 +360	+2%	+$38.8K	2.06%	9
2014 Q4	$2.35M	Buy	+22,169	New	+$2.34M	2.04%	10

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Biltmore Wealth Management's IEF Position: Q1 2026 in Review

Biltmore Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3% in Q1 2026, buying an estimated $54.7K and bringing the position to 19,558 shares worth $1.87M. The position accounts for 0.66% of the portfolio, ranked #17.

Biltmore Wealth Management first reported a position in IEF in Q4 2014 and has held it in 27 quarters since. The position peaked at $8.5M in Q3 2021. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Biltmore Wealth Management held 19,558 shares of iShares 7-10 Year Treasury Bond ETF worth $1.87M as of Q1 2026.
Biltmore Wealth Management bought 569 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $54.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.66% of Biltmore Wealth Management's portfolio in Q1 2026, its #17 holding.
Biltmore Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 27 quarters since.
Biltmore Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $8.5M in Q3 2021.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Biltmore Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.