CTWM
IEF icon

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
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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: Q1 2026 in Review

Cherry Tree Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 205% in Q1 2026, buying an estimated $73.2K and bringing the position to 1,132 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #205.

Cherry Tree Wealth Management first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Cherry Tree Wealth Management held 1,132 shares of iShares 7-10 Year Treasury Bond ETF worth $108K as of Q1 2026.
  • Cherry Tree Wealth Management bought 761 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $73.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #205 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 4 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.