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

Dynasty 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	$15.9M	Buy	168,401 +87,309	+108%	+$8.26M	0.12%	60
2026 Q1	$7.74M	Buy	81,092 +12,287	+18%	+$1.18M	0.07%	70
2025 Q4	$6.62M	Buy	68,805 +39,404	+134%	+$3.81M	0.07%	79
2025 Q3	$2.84M	Buy	29,401 +23,849	+430%	+$2.28M	0.04%	92
2025 Q2	$532K	Buy	+5,552	New	+$525K	0.01%	176
2025 Q1	–	Sell	-8,157	Closed	-$754K	–	254
2024 Q4	$754K	Buy	+8,157	New	+$771K	0.01%	171

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

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

Dynasty Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 108% in Q2 2026, buying an estimated $8.26M and bringing the position to 168,401 shares worth $15.9M. The position accounts for 0.12% of the portfolio, ranked #60.

Dynasty Wealth Management first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Dynasty Wealth Management held 168,401 shares of iShares 7-10 Year Treasury Bond ETF worth $15.9M as of Q2 2026.
Dynasty Wealth Management bought 87,309 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.26M.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Dynasty Wealth Management's portfolio in Q2 2026, its #60 holding.
Dynasty Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.