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

Financial Network 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	$924K	Buy	9,678 +1,279	+15%	+$123K	0.95%	17
2025 Q4	$808K	Buy	8,399 +952	+13%	+$92.1K	0.84%	20
2025 Q3	$718K	Sell	7,447 -129	-2%	-$12.3K	0.79%	20
2025 Q2	$726K	Buy	7,576 +344	+5%	+$32.5K	0.88%	18
2025 Q1	$690K	Buy	7,232 +5,116	+242%	+$479K	0.91%	19
2024 Q4	$196K	Sell	2,116 -7,576	-78%	-$716K	0.36%	58
2024 Q3	$951K	Sell	9,692 -536	-5%	-$51.8K	0.79%	26
2024 Q2	$958K	Sell	10,228 -383	-4%	-$35.6K	0.72%	30
2024 Q1	$1M	Sell	10,611 -471	-4%	-$44.6K	1%	28
2023 Q4	$1.07M	Buy	+11,082	New	+$1.02M	1.14%	21

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Financial Network Wealth Advisors's IEF Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q1 2026, buying an estimated $123K and bringing the position to 9,678 shares worth $924K. The position accounts for 0.95% of the portfolio, ranked #17.

Financial Network Wealth Advisors first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Financial Network Wealth Advisors held 9,678 shares of iShares 7-10 Year Treasury Bond ETF worth $924K as of Q1 2026.
Financial Network Wealth Advisors bought 1,279 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $123K.
iShares 7-10 Year Treasury Bond ETF made up 0.95% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Financial Network Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Financial Network Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.07M in Q4 2023.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.