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Facet Wealth Inc’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Facet Wealth Inc’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 		$225K Sell
2,356
-33
-1% -$3.17K ﹤0.01% 317
2025
Q4 		$229K Buy
+2,389
New +$231K ﹤0.01% 267

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

Facet Wealth Inc's IEF Position: Q1 2026 in Review

Facet Wealth Inc reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.4% in Q1 2026, selling an estimated $3.17K and leaving 2,356 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Facet Wealth Inc first reported a position in IEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $229K in Q4 2025. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Facet Wealth Inc held 2,356 shares of iShares 7-10 Year Treasury Bond ETF worth $225K as of Q1 2026.
  • Facet Wealth Inc sold 33 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.17K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #317 holding.
  • Facet Wealth Inc first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Facet Wealth Inc's iShares 7-10 Year Treasury Bond ETF position peaked at $229K 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 Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.