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Caliber Wealth Management (Kansas)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Caliber Wealth Management (Kansas)’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 		$692K Buy
7,318
+20
+0.3% +$1.89K 0.07% 161
2026
Q1 		$697K Sell
7,298
-396
-5% -$38.1K 0.08% 151
2025
Q4 		$740K Buy
7,694
+757
+11% +$73.3K 0.08% 147
2025
Q3 		$669K Buy
6,937
+182
+3% +$17.4K 0.07% 155
2025
Q2 		$647K Sell
6,755
-654
-9% -$61.8K 0.07% 163
2025
Q1 		$707K Buy
+7,409
New +$693K 0.1% 143

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IEF Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.27% in Q2 2026, buying an estimated $1.89K and bringing the position to 7,318 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #161.

Caliber Wealth Management (Kansas) first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $740K in Q4 2025. 473 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 7,318 shares of iShares 7-10 Year Treasury Bond ETF worth $692K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 20 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.89K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #161 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares 7-10 Year Treasury Bond ETF position peaked at $740K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.