CWC Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

CWC Advisors’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	$415K	Sell	4,386 -834	-16%	-$78.9K	0.18%	113
2026 Q1	$498K	Buy	5,220 +885	+20%	+$85.1K	0.24%	94
2025 Q4	$417K	Sell	4,335 -594	-12%	-$57.5K	0.2%	108
2025 Q3	$475K	Buy	4,929 +527	+12%	+$50.4K	0.23%	99
2025 Q2	$422K	Buy	4,402 +409	+10%	+$38.7K	0.22%	95
2025 Q1	$381K	Buy	3,993 +389	+11%	+$36.4K	0.22%	94
2024 Q4	$333K	Buy	3,604 +477	+15%	+$45.1K	0.33%	81
2024 Q3	$307K	Buy	+3,127	New	+$302K	0.3%	88

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

CWC Advisors's IEF Position: Q2 2026 in Review

CWC Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 16% in Q2 2026, selling an estimated $78.9K and leaving 4,386 shares worth $415K. The position accounts for 0.18% of the portfolio, ranked #113.

CWC Advisors first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $498K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

CWC Advisors held 4,386 shares of iShares 7-10 Year Treasury Bond ETF worth $415K as of Q2 2026.
CWC Advisors sold 834 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $78.9K.
iShares 7-10 Year Treasury Bond ETF made up 0.18% of CWC Advisors's portfolio in Q2 2026, its #113 holding.
CWC Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $498K in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.