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

Daymark 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	$2.88M	Sell	30,487 -4,185	-12%	-$396K	0.07%	198
2026 Q1	$3.31M	Sell	34,672 -10,595	-23%	-$1.02M	0.1%	159
2025 Q4	$4.35M	Sell	45,267 -3,748	-8%	-$363K	0.14%	123
2025 Q3	$4.73M	Buy	49,015 +3,355	+7%	+$321K	0.16%	116
2025 Q2	$4.37M	Buy	45,660 +4,470	+11%	+$423K	0.17%	108
2025 Q1	$3.93M	Buy	+41,190	New	+$3.85M	0.17%	111

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

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

Daymark Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, selling an estimated $396K and leaving 30,487 shares worth $2.88M. The position accounts for 0.07% of the portfolio, ranked #198.

Daymark Wealth Partners first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.73M in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Daymark Wealth Partners held 30,487 shares of iShares 7-10 Year Treasury Bond ETF worth $2.88M as of Q2 2026.
Daymark Wealth Partners sold 4,185 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $396K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Daymark Wealth Partners's portfolio in Q2 2026, its #198 holding.
Daymark Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Daymark Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $4.73M in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.