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

Cherry Tree 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	$113K	Buy	1,196 +64	+6%	+$6.06K	0.02%	214
2026 Q1	$108K	Buy	1,132 +761	+205%	+$73.2K	0.02%	205
2025 Q4	$35.7K	Hold	371	–	–	0.01%	303
2025 Q3	$35.8K	Hold	371	–	–	0.01%	286
2025 Q2	$35.5K	Buy	+371	New	+$35.1K	0.01%	279

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 22.9% 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

Cherry Tree Wealth Management's IEF Position: Q2 2026 in Review

Cherry Tree Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.7% in Q2 2026, buying an estimated $6.06K and bringing the position to 1,196 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #214.

Cherry Tree Wealth Management first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Cherry Tree Wealth Management held 1,196 shares of iShares 7-10 Year Treasury Bond ETF worth $113K as of Q2 2026.
Cherry Tree Wealth Management bought 64 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.06K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #214 holding.
Cherry Tree Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.