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

CreativeOne Wealth’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	$3.01M	Buy	31,778 +3,907	+14%	+$370K	0.06%	287
2026 Q1	$2.66M	Buy	27,871 +530	+2%	+$51K	0.06%	294
2025 Q4	$2.63M	Buy	27,341 +657	+2%	+$63.6K	0.06%	277
2025 Q3	$2.57M	Buy	26,684 +2,149	+9%	+$205K	0.06%	282
2025 Q2	$2.35M	Buy	24,535 +2,774	+13%	+$262K	0.06%	300
2025 Q1	$2.08M	Buy	21,761 +7,393	+51%	+$692K	0.06%	293
2024 Q4	$1.33M	Buy	14,368 +4,176	+41%	+$395K	0.04%	387
2024 Q3	$1M	Buy	10,192 +5,690	+126%	+$550K	0.03%	435
2024 Q2	$421K	Buy	4,502 +494	+12%	+$45.9K	0.02%	520
2024 Q1	$380K	Sell	4,008 -303	-7%	-$28.7K	0.02%	648
2023 Q4	$415K	Sell	4,311 -400	-8%	-$37K	0.03%	414
2023 Q3	$431K	Sell	4,711 -10,322	-69%	-$974K	0.03%	360
2023 Q2	$1.45M	Sell	15,033 -11,916	-44%	-$1.17M	0.07%	262
2023 Q1	$2.67M	Buy	26,949 +23,610	+707%	+$2.31M	0.13%	132
2022 Q4	$320K	Sell	3,339 -171	-5%	-$16.4K	0.02%	553
2022 Q3	$337K	Sell	3,510 -2,484	-41%	-$252K	0.02%	501
2022 Q2	$614K	Buy	5,994 +712	+13%	+$73.1K	0.03%	354
2022 Q1	$567K	Buy	5,282 +1,029	+24%	+$114K	0.03%	397
2021 Q4	$489K	Sell	4,253 -3,671	-46%	-$422K	0.02%	464
2021 Q3	$913K	Sell	7,924 -1,278	-14%	-$149K	0.05%	281
2021 Q2	$1.06M	Sell	9,202 -12	-0.1%	-$1.37K	0.07%	245
2021 Q1	$1.04M	Buy	9,214 +3,480	+61%	+$405K	0.08%	196
2020 Q4	$688K	Buy	5,734 +1,051	+22%	+$126K	0.06%	240
2020 Q3	$571K	Buy	4,683 +892	+24%	+$109K	0.08%	158
2020 Q2	$462K	Buy	3,791 +26	+0.7%	+$3.16K	0.07%	159
2020 Q1	$458K	Buy	3,765 +415	+12%	+$47.8K	0.09%	111
2019 Q4	$369K	Sell	3,350 -753	-18%	-$84K	0.06%	138
2019 Q3	$462K	Buy	4,103 +1,250	+44%	+$139K	0.09%	97
2019 Q2	$314K	Buy	+2,853	New	+$306K	0.07%	121

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

CreativeOne Wealth's IEF Position: Q2 2026 in Review

CreativeOne Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q2 2026, buying an estimated $370K and bringing the position to 31,778 shares worth $3.01M. The position accounts for 0.06% of the portfolio, ranked #287.

CreativeOne Wealth first reported a position in IEF in Q2 2019 and has held it in 29 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

CreativeOne Wealth held 31,778 shares of iShares 7-10 Year Treasury Bond ETF worth $3.01M as of Q2 2026.
CreativeOne Wealth bought 3,907 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $370K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of CreativeOne Wealth's portfolio in Q2 2026, its #287 holding.
CreativeOne Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 29 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.