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

Bulltick 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	$19.7M	Buy	208,026 +2,594	+1%	+$245K	4.01%	5
2026 Q1	$19.6M	Buy	205,432 +45,938	+29%	+$4.42M	4.33%	4
2025 Q4	$15.3M	Buy	159,494 +30,185	+23%	+$2.92M	3.26%	8
2025 Q3	$12.5M	Sell	129,309 -78,711	-38%	-$7.53M	2.95%	6
2025 Q2	$19.9M	Buy	208,020 +33,951	+20%	+$3.21M	4.92%	3
2025 Q1	$16.6M	Sell	174,069 -10,169	-6%	-$951K	4.4%	2
2024 Q4	$17M	Buy	184,238 +130,039	+240%	+$12.3M	3.91%	3
2024 Q3	$5.32M	Sell	54,199 -56,815	-51%	-$5.49M	1.29%	24
2024 Q2	$10.4M	Buy	111,014 +45,206	+69%	+$4.2M	2.56%	10
2024 Q1	$6.23M	Sell	65,808 -54,427	-45%	-$5.16M	1.07%	34
2023 Q4	$11.6M	Buy	120,235 +69,239	+136%	+$6.4M	2.63%	10
2023 Q3	$4.67M	Buy	50,996 +9,333	+22%	+$880K	1.12%	36
2023 Q2	$4.02M	Buy	41,663 +36,663	+733%	+$3.6M	0.89%	42
2023 Q1	$496K	Sell	5,000 -433	-8%	-$42.3K	0.13%	83
2022 Q4	$520K	Buy	+5,433	New	+$522K	0.15%	70

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

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

Bulltick Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.3% in Q2 2026, buying an estimated $245K and bringing the position to 208,026 shares worth $19.7M. The position accounts for 4.01% of the portfolio, ranked #5.

Bulltick Wealth Management first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.9M in Q2 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Bulltick Wealth Management held 208,026 shares of iShares 7-10 Year Treasury Bond ETF worth $19.7M as of Q2 2026.
Bulltick Wealth Management bought 2,594 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $245K.
iShares 7-10 Year Treasury Bond ETF made up 4.01% of Bulltick Wealth Management's portfolio in Q2 2026, its #5 holding.
Bulltick Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Bulltick Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $19.9M in Q2 2025.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Bulltick Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.