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

EPG 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 Q1	$8.11K	Hold	85	–	–	﹤0.01%	289
2025 Q4	$8.17K	Hold	85	–	–	﹤0.01%	282
2025 Q3	$8.2K	Hold	85	–	–	﹤0.01%	284
2025 Q2	$8.14K	Hold	85	–	–	﹤0.01%	277
2025 Q1	$8.11K	Hold	85	–	–	﹤0.01%	379
2024 Q4	$7.86K	Hold	85	–	–	﹤0.01%	385
2024 Q3	$8.34K	Buy	+85	New	+$8.22K	﹤0.01%	380
2024 Q2	–	Sell	-85	Closed	-$7.9K	–	403
2024 Q1	$8.05K	Hold	85	–	–	﹤0.01%	396
2023 Q4	$7.95K	Hold	85	–	–	﹤0.01%	384
2023 Q3	$7.79K	Hold	85	–	–	﹤0.01%	378
2023 Q2	$8.21K	Hold	85	–	–	﹤0.01%	367
2023 Q1	$8.43K	Hold	85	–	–	﹤0.01%	371
2022 Q4	$8.14K	Hold	85	–	–	﹤0.01%	340
2022 Q3	$8K	Buy	+85	New	+$8.63K	﹤0.01%	341
2022 Q2	–	Sell	-20	Closed	-$2K	–	290
2022 Q1	$2K	Sell	20 -69	-78%	-$7.66K	﹤0.01%	386
2021 Q4	$10K	Hold	89	–	–	﹤0.01%	358
2021 Q3	$10K	Buy	+89	New	+$10.4K	﹤0.01%	334
2020 Q2	–	Sell	-116	Closed	-$14K	–	422
2020 Q1	$14K	Buy	116 +34	+41%	+$3.91K	0.01%	447
2019 Q4	$9K	Buy	+82	New	+$9.14K	0.01%	437

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

EPG Wealth Management's IEF Position: Q1 2026 in Review

EPG Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 85 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

EPG Wealth Management first reported a position in IEF in Q4 2019 and has held it in 19 quarters since. The position peaked at $14K in Q1 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

EPG Wealth Management held 85 shares of iShares 7-10 Year Treasury Bond ETF worth $8.11K as of Q1 2026.
EPG Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #289 holding.
EPG Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 19 quarters since.
EPG Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14K in Q1 2020.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.