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

Braeburn 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	$352K	Buy	3,726 +161	+5%	+$15.2K	0.15%	78
2026 Q1	$340K	Sell	3,565 -309	-8%	-$29.7K	0.19%	70
2025 Q4	$373K	Buy	+3,874	New	+$375K	0.19%	64

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

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

Braeburn Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.5% in Q2 2026, buying an estimated $15.2K and bringing the position to 3,726 shares worth $352K. The position accounts for 0.15% of the portfolio, ranked #78.

Braeburn Wealth Management first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Braeburn Wealth Management held 3,726 shares of iShares 7-10 Year Treasury Bond ETF worth $352K as of Q2 2026.
Braeburn Wealth Management bought 161 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.2K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Braeburn Wealth Management's portfolio in Q2 2026, its #78 holding.
Braeburn 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.
Braeburn Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $373K in Q4 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.