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Cardinal Strategic Wealth Guidance’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$10.2K Buy
+107
New +$10.3K ﹤0.01% 58
2022
Q4 		– Sell
-85
Closed -$8K – 93
2022
Q3 		$8K Buy
85
+5
+6% +$507 ﹤0.01% 72
2022
Q2 		$8K Sell
80
-4,521
-98% -$464K ﹤0.01% 81
2022
Q1 		$494K Sell
4,601
-5,418
-54% -$601K 0.23% 48
2021
Q4 		$1.15M Buy
10,019
+2,363
+31% +$272K 0.54% 29
2021
Q3 		$882K Buy
+7,656
New +$895K 0.46% 32

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Cardinal Strategic Wealth Guidance's IEF Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 107 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #58 among its holdings. This is a return to the name: Cardinal Strategic Wealth Guidance previously reported a position in IEF as recently as Q3 2022.

Cardinal Strategic Wealth Guidance first reported a position in IEF in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.15M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 107 shares of iShares 7-10 Year Treasury Bond ETF worth $10.2K as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Cardinal Strategic Wealth Guidance position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #58 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 6 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares 7-10 Year Treasury Bond ETF position peaked at $1.15M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.