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

Copia 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	$182K	Sell	1,922 -1,968	-51%	-$186K	0.11%	119
2026 Q1	$371K	Sell	3,890 -24	-0.6%	-$2.31K	0.26%	75
2025 Q4	$376K	Buy	3,914 +2,397	+158%	+$232K	0.27%	74
2025 Q3	$146K	Hold	1,517	–	–	0.11%	116
2025 Q2	$145K	Sell	1,517 -812	-35%	-$76.8K	0.12%	105
2025 Q1	$222K	Buy	2,329 +78	+3%	+$7.3K	0.21%	80
2024 Q4	$208K	Buy	+2,251	New	+$213K	0.2%	79

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

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

Copia Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 51% in Q2 2026, selling an estimated $186K and leaving 1,922 shares worth $182K. The position accounts for 0.11% of the portfolio, ranked #119.

Copia Wealth Management first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $376K in Q4 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Copia Wealth Management held 1,922 shares of iShares 7-10 Year Treasury Bond ETF worth $182K as of Q2 2026.
Copia Wealth Management sold 1,968 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $186K.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Copia Wealth Management's portfolio in Q2 2026, its #119 holding.
Copia Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $376K in Q4 2025.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.