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

Empirical 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	$389K	Buy	4,113 +736	+22%	+$69.7K	0.01%	786
2026 Q1	$322K	Hold	3,377	–	–	0.01%	764
2025 Q4	$325K	Sell	3,377 -27	-0.8%	-$2.61K	0.01%	670
2025 Q3	$328K	Buy	+3,404	New	+$325K	0.01%	585

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Empirical Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 22% in Q2 2026, buying an estimated $69.7K and bringing the position to 4,113 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #786.

Empirical Wealth Management first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. 864 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Empirical Wealth Management held 4,113 shares of iShares 7-10 Year Treasury Bond ETF worth $389K as of Q2 2026.
Empirical Wealth Management bought 736 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $69.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #786 holding.
Empirical Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
864 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.