Boyce & Associates Wealth Consulting’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Boyce & Associates Wealth Consulting’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	$234K	Buy	2,474 +341	+16%	+$32.3K	0.16%	73
2026 Q1	$204K	Buy	2,133 +3	+0.1%	+$289	0.15%	79
2025 Q4	$205K	Buy	+2,130	New	+$206K	0.17%	73
2024 Q4	–	Sell	-13,547	Closed	-$1.33M	–	74
2024 Q3	$1.33M	Buy	13,547 +102	+0.8%	+$9.86K	1.38%	12
2024 Q2	$1.26M	Sell	13,445 -12,215	-48%	-$1.13M	1.48%	12
2024 Q1	$2.43M	Sell	25,660 -9,821	-28%	-$931K	3.14%	8
2023 Q4	$3.42M	Buy	35,481 +15,015	+73%	+$1.39M	4.97%	8
2023 Q3	$1.87M	Buy	20,466 +1,537	+8%	+$145K	3.12%	8
2023 Q2	$1.83M	Buy	+18,929	New	+$1.86M	3.05%	9

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

Boyce & Associates Wealth Consulting's IEF Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q2 2026, buying an estimated $32.3K and bringing the position to 2,474 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #73.

Boyce & Associates Wealth Consulting first reported a position in IEF in Q2 2023 and has held it in 9 quarters since. The position peaked at $3.42M in Q4 2023. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Boyce & Associates Wealth Consulting held 2,474 shares of iShares 7-10 Year Treasury Bond ETF worth $234K as of Q2 2026.
Boyce & Associates Wealth Consulting bought 341 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $32.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #73 holding.
Boyce & Associates Wealth Consulting first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
Boyce & Associates Wealth Consulting's iShares 7-10 Year Treasury Bond ETF position peaked at $3.42M in Q4 2023.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.