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

Connecticut 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	$652K	Buy	6,890 +518	+8%	+$49K	0.02%	207
2026 Q1	$608K	Buy	+6,372	New	+$613K	0.03%	209
2022 Q4	–	Sell	-12,554	Closed	-$1.21M	–	211
2022 Q3	$1.21M	Sell	12,554 -16,300	-56%	-$1.65M	0.11%	71
2022 Q2	$2.95M	Sell	28,854 -39	-0.1%	-$4K	0.26%	47
2022 Q1	$3.1M	Buy	28,893 +4	+0%	+$444	0.24%	53
2021 Q4	$3.32M	Hold	28,889	–	–	0.26%	49
2021 Q3	$3.33M	Hold	28,889	–	–	0.29%	45
2021 Q2	$3.34M	Hold	28,889	–	–	0.29%	46
2021 Q1	$3.26M	Hold	28,889	–	–	0.3%	36
2020 Q4	$3.46M	Hold	28,889	–	–	0.37%	40
2020 Q3	$3.52M	Hold	28,889	–	–	0.39%	42
2020 Q2	$3.52M	Sell	28,889 -98	-0.3%	-$11.9K	0.44%	36
2020 Q1	$3.52M	Hold	28,987	–	–	0.53%	37
2019 Q4	$3.19M	Sell	28,987 -235	-0.8%	-$26.2K	0.35%	47
2019 Q3	$3.29M	Hold	29,222	–	–	0.41%	43
2019 Q2	$3.21M	Buy	+29,222	New	+$3.13M	0.4%	44

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

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

Connecticut Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.1% in Q2 2026, buying an estimated $49K and bringing the position to 6,890 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #207.

Connecticut Wealth Management first reported a position in IEF in Q2 2019 and has held it in 16 quarters since. The position peaked at $3.52M in Q2 2020. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Connecticut Wealth Management held 6,890 shares of iShares 7-10 Year Treasury Bond ETF worth $652K as of Q2 2026.
Connecticut Wealth Management bought 518 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $49K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #207 holding.
Connecticut Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 16 quarters since.
Connecticut Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.52M in Q2 2020.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.