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

Circle 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	$4.01M	Buy	42,358 +8,041	+23%	+$761K	0.05%	70
2026 Q1	$3.28M	Buy	34,317 +11,068	+48%	+$1.06M	0.05%	63
2025 Q4	$2.24M	Sell	23,249 -21,637	-48%	-$2.09M	0.03%	78
2025 Q3	$4.33M	Buy	44,886 +3,712	+9%	+$355K	0.08%	51
2025 Q2	$3.94M	Hold	41,174	–	–	0.09%	59
2025 Q1	$3.93M	Sell	41,174 -1,111	-3%	-$104K	0.09%	48
2024 Q4	$3.91M	Sell	42,285 -6,594	-13%	-$623K	0.08%	54
2024 Q3	$4.8M	Buy	48,879 +27,736	+131%	+$2.68M	0.11%	47
2024 Q2	$1.98M	Hold	21,143	–	–	0.05%	65
2024 Q1	$2M	Sell	21,143 -1,966	-9%	-$186K	0.05%	70
2023 Q4	$2.23M	Hold	23,109	–	–	0.06%	60
2023 Q3	$2.12M	Buy	+23,109	New	+$2.18M	0.05%	63

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 22.96% 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

Circle Wealth Management's IEF Position: Q2 2026 in Review

Circle Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 23% in Q2 2026, buying an estimated $761K and bringing the position to 42,358 shares worth $4.01M. The position accounts for 0.05% of the portfolio, ranked #70.

Circle Wealth Management first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Circle Wealth Management held 42,358 shares of iShares 7-10 Year Treasury Bond ETF worth $4.01M as of Q2 2026.
Circle Wealth Management bought 8,041 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $761K.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Circle Wealth Management's portfolio in Q2 2026, its #70 holding.
Circle Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Circle Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $4.8M in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.