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

Brickley 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	$636K	Sell	6,723 -40	-0.6%	-$3.79K	0.09%	39
2026 Q1	$645K	Hold	6,763	–	–	0.11%	31
2025 Q4	$650K	Buy	6,763 +35	+0.5%	+$3.39K	0.11%	32
2025 Q3	$649K	Buy	6,728 +25	+0.4%	+$2.39K	0.11%	30
2025 Q2	$642K	Buy	6,703 +5	+0.1%	+$473	0.13%	30
2025 Q1	$639K	Hold	6,698	–	–	0.13%	28
2024 Q4	$619K	Hold	6,698	–	–	0.13%	29
2024 Q3	$657K	Hold	6,698	–	–	0.13%	30
2024 Q2	$627K	Hold	6,698	–	–	0.14%	30
2024 Q1	$634K	Hold	6,698	–	–	0.15%	28
2023 Q4	$646K	Buy	+6,698	New	+$619K	0.16%	29
2023 Q3	–	Sell	-11,059	Closed	-$1.07M	–	42
2023 Q2	$1.07M	Sell	11,059 -560	-5%	-$55K	0.27%	23
2023 Q1	$1.15M	Hold	11,619	–	–	0.32%	23
2022 Q4	$1.11M	Buy	11,619 +9,428	+430%	+$905K	0.33%	24
2022 Q3	$210K	Sell	2,191 -6,841	-76%	-$694K	0.07%	37
2022 Q2	$924K	Buy	+9,032	New	+$927K	0.29%	26

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

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

Brickley Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.59% in Q2 2026, selling an estimated $3.79K and leaving 6,723 shares worth $636K. The position accounts for 0.09% of the portfolio, ranked #39.

Brickley Wealth Management first reported a position in IEF in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.15M in Q1 2023. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Brickley Wealth Management held 6,723 shares of iShares 7-10 Year Treasury Bond ETF worth $636K as of Q2 2026.
Brickley Wealth Management sold 40 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.79K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Brickley Wealth Management's portfolio in Q2 2026, its #39 holding.
Brickley Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2022 and has held it in 16 quarters since.
Brickley Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.15M in Q1 2023.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Brickley Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.