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

Evolution 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 		$165K Sell
1,730
-19
-1% -$1.83K 0.12% 124
2025
Q4 		$168K Buy
1,749
+1,721
+6,146% +$167K 0.14% 113
2025
Q3 		$2.7K Hold
28
– – ﹤0.01% 484
2025
Q2 		$2.68K Buy
+28
New +$2.65K ﹤0.01% 500

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

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

Evolution Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.1% in Q1 2026, selling an estimated $1.83K and leaving 1,730 shares worth $165K. The position accounts for 0.12% of the portfolio, ranked #124.

Evolution Wealth Management first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $168K in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Evolution Wealth Management held 1,730 shares of iShares 7-10 Year Treasury Bond ETF worth $165K as of Q1 2026.
  • Evolution Wealth Management sold 19 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.83K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of Evolution Wealth Management's portfolio in Q1 2026, its #124 holding.
  • Evolution Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $168K in Q4 2025.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.