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

Diversify 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	$6.86M	Buy	73,592 +7,893	+12%	+$747K	0.11%	180
2026 Q1	$6.23M	Buy	65,699 +61,507	+1,467%	+$5.92M	0.11%	183
2025 Q4	$404K	Buy	4,192 +1,312	+46%	+$127K	0.02%	485
2025 Q3	$278K	Sell	2,880 -1,392	-33%	-$133K	0.02%	470
2025 Q2	$408K	Sell	4,272 -243	-5%	-$23K	0.03%	409
2025 Q1	$433K	Sell	4,515 -1,027	-19%	-$96.1K	0.03%	378
2024 Q4	$506K	Sell	5,542 -1,055	-16%	-$99.7K	0.04%	348
2024 Q3	$626K	Sell	6,597 -2,080	-24%	-$201K	0.06%	273
2024 Q2	$848K	Buy	+8,677	New	+$806K	0.11%	182

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

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

Diversify Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, buying an estimated $747K and bringing the position to 73,592 shares worth $6.86M. The position accounts for 0.11% of the portfolio, ranked #180.

Diversify Wealth Management first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Diversify Wealth Management held 73,592 shares of iShares 7-10 Year Treasury Bond ETF worth $6.86M as of Q2 2026.
Diversify Wealth Management bought 7,893 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $747K.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #180 holding.
Diversify Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.