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

DKM 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 Q3	$420K	Hold	4,702	–	–	0.27%	39
2026 Q2	$445K	Hold	4,702	–	–	0.29%	37
2026 Q1	$449K	Sell	4,702 -126	-3%	-$12.1K	0.32%	33
2025 Q4	$464K	Sell	4,828 -155	-3%	-$15K	0.35%	32
2025 Q3	$481K	Hold	4,983	–	–	0.39%	32
2025 Q2	$477K	Sell	4,983 -92	-2%	-$8.7K	0.41%	31
2025 Q1	$484K	Sell	5,075 -164	-3%	-$15.3K	0.47%	30
2024 Q4	$484K	Buy	+5,239	New	+$495K	0.46%	30

Other funds holding IEF

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

BWL

Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

SFG

Strategic Financial Group Grand Haven, Michigan $103M AUM

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

DKM Wealth Management's IEF Position: Q3 2026 in Review

DKM Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 4,702 shares worth $420K. The position accounts for 0.27% of the portfolio, ranked #39.

DKM Wealth Management first reported a position in IEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $484K in Q4 2024. 62 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

DKM Wealth Management held 4,702 shares of iShares 7-10 Year Treasury Bond ETF worth $420K as of Q3 2026.
DKM Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.27% of DKM Wealth Management's portfolio in Q3 2026, its #39 holding.
DKM Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
DKM Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $484K in Q4 2024.
62 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.