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

Darwin 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 Q1	$1.34K	Buy	14 +1	+8%	+$96	﹤0.01%	527
2025 Q4	$1.34K	Hold	13	–	–	﹤0.01%	547
2025 Q3	$1.33K	Sell	13 -10	-43%	-$956	﹤0.01%	530
2025 Q2	$2.27K	Sell	23 -22	-49%	-$2.08K	﹤0.01%	472
2025 Q1	$4.2K	Hold	45	–	–	﹤0.01%	455
2024 Q4	$4.2K	Sell	45 -73	-62%	-$6.9K	﹤0.01%	455
2024 Q3	$11.6K	Buy	+118	New	+$11.4K	﹤0.01%	371
2023 Q2	–	Sell	-3,523	Closed	-$346K	–	155
2023 Q1	$346K	Buy	+3,523	New	+$344K	0.09%	112
2021 Q3	–	Sell	-1,822	Closed	-$210K	–	178
2021 Q2	$210K	Sell	1,822 -19	-1%	-$2.17K	0.03%	167
2021 Q1	$207K	Sell	1,841 -74	-4%	-$8.62K	0.04%	161
2020 Q4	$229K	Sell	1,915 -44	-2%	-$5.29K	0.04%	150
2020 Q3	$238K	Sell	1,959 -1,372	-41%	-$167K	0.05%	140
2020 Q2	$406K	Sell	3,331 -428	-11%	-$52K	0.1%	108
2020 Q1	$456K	Sell	3,759 -439	-10%	-$50.5K	0.15%	88
2019 Q4	$463K	Buy	4,198 +270	+7%	+$30.1K	0.12%	112
2019 Q3	$442K	Buy	3,928 +184	+5%	+$20.5K	0.13%	103
2019 Q2	$412K	Sell	3,744 -291	-7%	-$31.2K	0.13%	107
2019 Q1	$430K	Buy	4,035 +406	+11%	+$42.5K	0.14%	103
2018 Q4	$378K	Sell	3,629 -681	-16%	-$69K	0.26%	62
2018 Q3	$437K	Sell	4,310 -113	-3%	-$11.5K	0.24%	70
2018 Q2	$452K	Buy	4,423 +2,186	+98%	+$223K	0.29%	68
2018 Q1	$231K	Buy	2,237 +313	+16%	+$32.2K	0.17%	110
2017 Q4	$203K	Buy	+1,924	New	+$204K	0.09%	154

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Darwin Wealth Management's IEF Position: Q1 2026 in Review

Darwin Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.7% in Q1 2026, buying an estimated $96 and bringing the position to 14 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Darwin Wealth Management first reported a position in IEF in Q4 2017 and has held it in 23 quarters since. The position peaked at $463K in Q4 2019. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Darwin Wealth Management held 14 shares of iShares 7-10 Year Treasury Bond ETF worth $1.34K as of Q1 2026.
Darwin Wealth Management bought 1 iShares 7-10 Year Treasury Bond ETF share in Q1 2026, an estimated $96.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Darwin Wealth Management's portfolio in Q1 2026, its #527 holding.
Darwin Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 23 quarters since.
Darwin Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $463K in Q4 2019.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.