Etesian Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Etesian Wealth Advisors’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	$2.71M	Buy	28,651 +5,900	+26%	+$558K	0.8%	36
2026 Q1	$2.17M	Buy	22,751 +3,758	+20%	+$361K	0.69%	38
2025 Q4	$1.83M	Buy	18,993 +10,195	+116%	+$987K	0.57%	44
2025 Q3	$849K	Buy	8,798 +2,791	+46%	+$267K	0.28%	78
2025 Q2	$575K	Buy	6,007 +721	+14%	+$68.2K	0.21%	89
2025 Q1	$504K	Sell	5,286 -643	-11%	-$60.2K	0.22%	93
2024 Q4	$548K	Sell	5,929 -111	-2%	-$10.5K	0.24%	94
2024 Q3	$593K	Buy	+6,040	New	+$584K	0.27%	94

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

Etesian Wealth Advisors's IEF Position: Q2 2026 in Review

Etesian Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q2 2026, buying an estimated $558K and bringing the position to 28,651 shares worth $2.71M. The position accounts for 0.8% of the portfolio, ranked #36.

Etesian Wealth Advisors first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Etesian Wealth Advisors held 28,651 shares of iShares 7-10 Year Treasury Bond ETF worth $2.71M as of Q2 2026.
Etesian Wealth Advisors bought 5,900 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $558K.
iShares 7-10 Year Treasury Bond ETF made up 0.8% of Etesian Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Etesian Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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