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 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 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

Dynamic Wealth Strategies's IEF Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 25% in Q1 2026, selling an estimated $708K and leaving 21,846 shares worth $2.08M. The position accounts for 1.21% of the portfolio, ranked #20.

Dynamic Wealth Strategies first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q1 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Dynamic Wealth Strategies held 21,846 shares of iShares 7-10 Year Treasury Bond ETF worth $2.08M as of Q1 2026.
Dynamic Wealth Strategies sold 7,358 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $708K.
iShares 7-10 Year Treasury Bond ETF made up 1.21% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #20 holding.
Dynamic Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $10.3M in Q1 2025.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.