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 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 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

Dynamic Wealth Strategies's IEF Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 113% in Q2 2026, buying an estimated $2.33M and bringing the position to 46,469 shares worth $4.39M. The position accounts for 2.34% of the portfolio, ranked #12.

Dynamic Wealth Strategies first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q1 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Dynamic Wealth Strategies held 46,469 shares of iShares 7-10 Year Treasury Bond ETF worth $4.39M as of Q2 2026.
Dynamic Wealth Strategies bought 24,623 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.33M.
iShares 7-10 Year Treasury Bond ETF made up 2.34% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #12 holding.
Dynamic Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $10.3M in Q1 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.