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

Dakota 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 		$3.59M Buy
37,946
+8,527
+29% +$807K 0.07% 226
2026
Q1 		$2.81M Sell
29,419
-1,851
-6% -$178K 0.06% 233
2025
Q4 		$3.01M Buy
31,270
+17,796
+132% +$1.72M 0.05% 234
2025
Q3 		$1.3M Buy
13,474
+2,255
+20% +$216K 0.03% 318
2025
Q2 		$1.07M Sell
11,219
-455
-4% -$43K 0.02% 370
2025
Q1 		$1.11M Buy
11,674
+210
+2% +$19.6K 0.03% 357
2024
Q4 		$1.06M Sell
11,464
-302
-3% -$28.5K 0.02% 348
2024
Q3 		$1.15M Buy
11,766
+1,210
+11% +$117K 0.03% 347
2024
Q2 		$989K Hold
10,556
– – 0.02% 371
2024
Q1 		$999K Sell
10,556
-1,335
-11% -$127K 0.02% 372
2023
Q4 		$1.15M Buy
11,891
+2,098
+21% +$194K 0.04% 294
2023
Q3 		$897K Sell
9,793
-380
-4% -$35.8K 0.04% 304
2023
Q2 		$983K Buy
10,173
+2,166
+27% +$213K 0.05% 258
2023
Q1 		$794K Buy
8,007
+387
+5% +$37.8K 0.05% 268
2022
Q4 		$730K Buy
+7,620
New +$732K 0.05% 272
2022
Q2 		– Sell
-1,989
Closed -$214K – 528
2022
Q1 		$214K Buy
+1,989
New +$221K 0.02% 406
2021
Q2 		– Sell
-2,198
Closed -$248K – 341
2021
Q1 		$248K Hold
2,198
– – 0.03% 277
2020
Q4 		$264K Hold
2,198
– – 0.03% 275
2020
Q3 		$268K Hold
2,198
– – 0.04% 239
2020
Q2 		$268K Sell
2,198
-210
-9% -$25.5K 0.05% 232
2020
Q1 		$293K Buy
+2,408
New +$277K 0.06% 200

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

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

Dakota Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 29% in Q2 2026, buying an estimated $807K and bringing the position to 37,946 shares worth $3.59M. The position accounts for 0.07% of the portfolio, ranked #226.

Dakota Wealth Management first reported a position in IEF in Q1 2020 and has held it in 21 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Dakota Wealth Management held 37,946 shares of iShares 7-10 Year Treasury Bond ETF worth $3.59M as of Q2 2026.
  • Dakota Wealth Management bought 8,527 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $807K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Dakota Wealth Management's portfolio in Q2 2026, its #226 holding.
  • Dakota Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 21 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.