Buck Wealth Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Buck Wealth Strategies’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	$1.73M	Sell	18,167 -1,016	-5%	-$97.7K	0.21%	50
2025 Q4	$1.84M	Sell	19,183 -2,974	-13%	-$288K	0.23%	51
2025 Q3	$2.14M	Buy	22,157 +823	+4%	+$78.7K	0.29%	49
2025 Q2	$2.04M	Buy	21,334 +7,755	+57%	+$733K	0.31%	50
2025 Q1	$1.3M	Sell	13,579 -71,993	-84%	-$6.74M	0.24%	53
2024 Q4	$7.91M	Buy	85,572 +67,101	+363%	+$6.34M	1.64%	34
2024 Q3	$1.81M	Sell	18,471 -395	-2%	-$38.2K	0.57%	44
2024 Q2	$1.77M	Buy	+18,866	New	+$1.75M	0.52%	44

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 $9.54B AUM 19.86% 1-Year Est. Return

Buck Wealth Strategies's IEF Position: Q1 2026 in Review

Buck Wealth Strategies reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.3% in Q1 2026, selling an estimated $97.7K and leaving 18,167 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #50.

Buck Wealth Strategies first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.91M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Buck Wealth Strategies held 18,167 shares of iShares 7-10 Year Treasury Bond ETF worth $1.73M as of Q1 2026.
Buck Wealth Strategies sold 1,016 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $97.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.21% of Buck Wealth Strategies's portfolio in Q1 2026, its #50 holding.
Buck Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Buck Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $7.91M in Q4 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.