Core Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Core Wealth Partners’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	$681K	Sell	7,201 -1,411	-16%	-$134K	0.29%	80
2026 Q1	$822K	Sell	8,612 -4	-0%	-$385	0.38%	62
2025 Q4	$829K	Buy	8,616 +1,950	+29%	+$189K	0.37%	60
2025 Q3	$643K	Sell	6,666 -3,691	-36%	-$353K	0.3%	71
2025 Q2	$992K	Buy	10,357 +5,024	+94%	+$475K	0.5%	50
2025 Q1	$509K	Buy	5,333 +1,131	+27%	+$106K	0.3%	81
2024 Q4	$388K	Buy	+4,202	New	+$397K	0.22%	98

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Core Wealth Partners's IEF Position: Q2 2026 in Review

Core Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q2 2026, selling an estimated $134K and leaving 7,201 shares worth $681K. The position accounts for 0.29% of the portfolio, ranked #80.

Core Wealth Partners first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $992K in Q2 2025. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Core Wealth Partners held 7,201 shares of iShares 7-10 Year Treasury Bond ETF worth $681K as of Q2 2026.
Core Wealth Partners sold 1,411 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $134K.
iShares 7-10 Year Treasury Bond ETF made up 0.29% of Core Wealth Partners's portfolio in Q2 2026, its #80 holding.
Core Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Core Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $992K in Q2 2025.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.