Dynamic Wealth Strategies
IEF icon

Dynamic Wealth Strategies’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Dynamic Wealth Strategies’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 		$3.59M Sell
40,170
-6,299
-14% -$583K 1.91% 13
2026
Q2 		$4.39M Buy
46,469
+24,623
+113% +$2.33M 2.34% 12
2026
Q1 		$2.08M Sell
21,846
-7,358
-25% -$708K 1.21% 20
2025
Q4 		$2.81M Sell
29,204
-2,291
-7% -$222K 1.67% 16
2025
Q3 		$3.04M Buy
31,495
+10,765
+52% +$1.03M 2.03% 14
2025
Q2 		$1.99M Sell
20,730
-87,402
-81% -$8.26M 1.43% 17
2025
Q1 		$10.3M Buy
108,132
+1,015
+0.9% +$95K 8.57% 2
2024
Q4 		$9.9M Buy
107,117
+22,616
+27% +$2.14M 8.81% 2
2024
Q3 		$8.29M Buy
84,501
+4,814
+6% +$465K 6.76% 4
2024
Q2 		$7.46M Sell
79,687
-897
-1% -$83.3K 6.41% 5
2024
Q1 		$7.63M Buy
80,584
+20,934
+35% +$1.98M 6.52% 5
2023
Q4 		$5.75M Buy
+59,650
New +$5.52M 5.29% 7

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Dynamic Wealth Strategies's IEF Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q3 2026, selling an estimated $583K and leaving 40,170 shares worth $3.59M. The position accounts for 1.91% of the portfolio, ranked #13.

Dynamic Wealth Strategies first reported a position in IEF in Q4 2023 and has held it in 12 quarters since. The position peaked at $10.3M in Q1 2025. 742 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Dynamic Wealth Strategies held 40,170 shares of iShares 7-10 Year Treasury Bond ETF worth $3.59M as of Q3 2026.
  • Dynamic Wealth Strategies sold 6,299 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $583K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.91% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #13 holding.
  • Dynamic Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • Dynamic Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $10.3M in Q1 2025.
  • 742 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.