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

Exencial 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 Q1	$981K	Buy	10,274 +772	+8%	+$74.3K	0.03%	297
2025 Q4	$914K	Buy	9,502 +406	+4%	+$39.3K	0.03%	310
2025 Q3	$877K	Buy	9,096 +763	+9%	+$73K	0.03%	307
2025 Q2	$798K	Sell	8,333 -898	-10%	-$84.9K	0.03%	309
2025 Q1	$880K	Sell	9,231 -209	-2%	-$19.6K	0.03%	292
2024 Q4	$873K	Sell	9,440 -476	-5%	-$45K	0.03%	298
2024 Q3	$973K	Sell	9,916 -1,231	-11%	-$119K	0.03%	280
2024 Q2	$1.04M	Sell	11,147 -630	-5%	-$58.5K	0.04%	269
2024 Q1	$1.11M	Sell	11,777 -1,159	-9%	-$110K	0.04%	261
2023 Q4	$1.25M	Sell	12,936 -5,560	-30%	-$514K	0.05%	240
2023 Q3	$1.69M	Sell	18,496 -3,273	-15%	-$309K	0.08%	188
2023 Q2	$2.1M	Sell	21,769 -1,415	-6%	-$139K	0.1%	177
2023 Q1	$2.3M	Sell	23,184 -2,437	-10%	-$238K	0.12%	161
2022 Q4	$2.45M	Sell	25,621 -2,254	-8%	-$216K	0.13%	162
2022 Q3	$2.68M	Sell	27,875 -2,647	-9%	-$269K	0.16%	141
2022 Q2	$3.12M	Buy	30,522 +223	+0.7%	+$22.9K	0.18%	141
2022 Q1	$3.26M	Buy	30,299 +1,456	+5%	+$162K	0.16%	153
2021 Q4	$3.32M	Buy	+28,843	New	+$3.32M	0.16%	154
2021 Q3	–	Sell	-29,287	Closed	-$3.38M	–	381
2021 Q2	$3.38M	Sell	29,287 -10,195	-26%	-$1.17M	0.18%	143
2021 Q1	$4.46M	Sell	39,482 -742	-2%	-$86.5K	0.26%	119
2020 Q4	$4.83M	Sell	40,224 -44,871	-53%	-$5.4M	0.33%	100
2020 Q3	$10.4M	Buy	85,095 +41,576	+96%	+$5.07M	0.55%	52
2020 Q2	$5.3M	Buy	+43,519	New	+$5.29M	0.46%	70

Other funds holding IEF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Exencial Wealth Advisors's IEF Position: Q1 2026 in Review

Exencial Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.1% in Q1 2026, buying an estimated $74.3K and bringing the position to 10,274 shares worth $981K. The position accounts for 0.03% of the portfolio, ranked #297.

Exencial Wealth Advisors first reported a position in IEF in Q2 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q3 2020. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Exencial Wealth Advisors held 10,274 shares of iShares 7-10 Year Treasury Bond ETF worth $981K as of Q1 2026.
Exencial Wealth Advisors bought 772 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $74.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Exencial Wealth Advisors's portfolio in Q1 2026, its #297 holding.
Exencial Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
Exencial Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $10.4M in Q3 2020.
1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.