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

FFT 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 Q2	$1.44M	Buy	15,182 +151	+1%	+$14.3K	0.23%	40
2026 Q1	$1.43M	Buy	+15,031	New	+$1.45M	0.26%	44
2025 Q3	–	Sell	-13,948	Closed	-$1.33M	–	92
2025 Q2	$1.33M	Buy	13,948 +224	+2%	+$21.2K	0.26%	42
2025 Q1	$1.31M	Buy	13,724 +517	+4%	+$48.4K	0.27%	43
2024 Q4	$1.22M	Buy	13,207 +5,335	+68%	+$504K	0.09%	56
2024 Q3	$772K	Buy	+7,872	New	+$761K	0.06%	63

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

FFT Wealth Management's IEF Position: Q2 2026 in Review

FFT Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1% in Q2 2026, buying an estimated $14.3K and bringing the position to 15,182 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #40.

FFT Wealth Management first reported a position in IEF in Q3 2024 and has held it in 6 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

FFT Wealth Management held 15,182 shares of iShares 7-10 Year Treasury Bond ETF worth $1.44M as of Q2 2026.
FFT Wealth Management bought 151 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.23% of FFT Wealth Management's portfolio in Q2 2026, its #40 holding.
FFT Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on FFT Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.