Evergreen Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Evergreen Private Wealth’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	$2.9M	Buy	+30,671	New	+$2.9M	1.07%	39

Other funds holding IEF

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

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Evergreen Private Wealth's IEF Position: Q2 2026 in Review

Evergreen Private Wealth opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 30,671 shares worth $2.9M. The stake represents 1.07% of the portfolio and ranks #39 among its holdings.

373 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Evergreen Private Wealth held 30,671 shares of iShares 7-10 Year Treasury Bond ETF worth $2.9M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Evergreen Private Wealth position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 1.07% of Evergreen Private Wealth's portfolio in Q2 2026, its #39 holding.
373 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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