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

Cadence 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 Q1	$11.4M	Buy	119,624 +36,570	+44%	+$3.52M	4.76%	6
2025 Q4	$7.99M	Sell	83,054 -63,477	-43%	-$6.14M	3.86%	7
2025 Q3	$14.1M	Buy	146,531 +23,819	+19%	+$2.28M	7.4%	4
2025 Q2	$11.8M	Buy	122,712 +3,633	+3%	+$344K	7.77%	3
2025 Q1	$11.4M	Buy	119,079 +51,077	+75%	+$4.78M	8.39%	3
2024 Q4	$6.29M	Buy	+68,002	New	+$6.42M	4.16%	8

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

Cadence Wealth Management's IEF Position: Q1 2026 in Review

Cadence Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 44% in Q1 2026, buying an estimated $3.52M and bringing the position to 119,624 shares worth $11.4M. The position accounts for 4.76% of the portfolio, ranked #6.

Cadence Wealth Management first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.1M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Cadence Wealth Management held 119,624 shares of iShares 7-10 Year Treasury Bond ETF worth $11.4M as of Q1 2026.
Cadence Wealth Management bought 36,570 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.52M.
iShares 7-10 Year Treasury Bond ETF made up 4.76% of Cadence Wealth Management's portfolio in Q1 2026, its #6 holding.
Cadence Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Cadence Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.1M in Q3 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.