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First Heartland Consultants’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

First Heartland Consultants’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 		$726K Buy
7,682
+885
+13% +$83.8K 0.05% 261
2026
Q1 		$649K Buy
6,797
+286
+4% +$27.5K 0.05% 252
2025
Q4 		$626K Buy
6,511
+765
+13% +$74K 0.05% 248
2025
Q3 		$554K Sell
5,746
-5,343
-48% -$511K 0.04% 263
2025
Q2 		$1.06M Sell
11,089
-46,340
-81% -$4.38M 0.09% 161
2025
Q1 		$5.48M Buy
57,429
+38,569
+205% +$3.61M 0.57% 49
2024
Q4 		$1.74M Sell
18,860
-853
-4% -$80.6K 0.18% 113
2024
Q3 		$1.93M Buy
19,713
+14,451
+275% +$1.4M 0.21% 92
2024
Q2 		$493 Sell
5,262
-340
-6% -$31.6K 0.03% 262
2024
Q1 		$530K Buy
+5,602
New +$531K 0.06% 242
2023
Q2 		– Sell
-2,207
Closed -$219K – 383
2023
Q1 		$219K Sell
2,207
-27
-1% -$2.64K 0.03% 330
2022
Q4 		$214K Buy
2,234
+53
+2% +$5.09K 0.03% 343
2022
Q3 		$209 Buy
+2,181
New +$221K 0.02% 324
2022
Q2 		– Sell
-1,910
Closed -$205K – 366
2022
Q1 		$205K Sell
1,910
-18,361
-91% -$2.04M 0.03% 334
2021
Q4 		$2.33K Buy
+20,271
New +$2.33M 0.09% 70
2021
Q2 		– Sell
-2,374
Closed -$268K – 414
2021
Q1 		$268K Sell
2,374
-2,017
-46% -$235K 0.04% 307
2020
Q4 		$527K Sell
4,391
-1,184
-21% -$142K 0.09% 163
2020
Q3 		$679K Buy
5,575
+132
+2% +$16.1K 0.13% 121
2020
Q2 		$663K Buy
5,443
+1,702
+45% +$207K 0.13% 129
2020
Q1 		$455K Sell
3,741
-2,294
-38% -$264K 0.12% 139
2019
Q4 		$665K Buy
6,035
+194
+3% +$21.6K 0.13% 148
2019
Q3 		$657K Buy
5,841
+22
+0.4% +$2.45K 0.14% 137
2019
Q2 		$640K Sell
5,819
-69,097
-92% -$7.41M 0.15% 127
2019
Q1 		$7.99M Sell
74,916
-6,242
-8% -$653K 2.24% 6
2018
Q4 		$8.46M Sell
81,158
-1,638
-2% -$166K 3.16% 1
2018
Q3 		$8.38M Sell
82,796
-16,549
-17% -$1.69M 2.62% 5
2018
Q2 		$10.2M Buy
99,345
+167
+0.2% +$17K 3.59% 2
2018
Q1 		$10.2M Buy
99,178
+2,303
+2% +$237K 3.07% 2
2017
Q4 		$10.2M Sell
96,875
-15,343
-14% -$1.63M 3.08% 2
2017
Q3 		$12M Buy
112,218
+2,979
+3% +$319K 2.91% 2
2017
Q2 		$11.6M Buy
109,239
+129
+0.1% +$13.8K 3.02% 1
2017
Q1 		$11.5M Buy
109,110
+29,583
+37% +$3.11M 3.22% 1
2016
Q4 		$8.34M Buy
79,527
+3,079
+4% +$331K 2.53% 3
2016
Q3 		$8.55M Buy
76,448
+9,014
+13% +$1.01M 2.48% 4
2016
Q2 		$7.62K Buy
67,434
+1,119
+2% +$124K 0.84% 5
2016
Q1 		$7.32M Buy
66,315
+3,032
+5% +$331K 2.78% 5
2015
Q4 		$6.68M Buy
63,283
+13,055
+26% +$1.39M 2.54% 5
2015
Q3 		$5.42M Buy
50,228
+253
+0.5% +$26.9K 2.26% 7
2015
Q2 		$5.25K Sell
49,975
-40,083
-45% -$4.27M 1.43% 10
2015
Q1 		$9.76M Buy
90,058
+213
+0.2% +$23K 3.72% 2
2014
Q4 		$9.52M Buy
89,845
+22,169
+33% +$2.34M 3.94% 3
2014
Q3 		$7.01M Buy
67,676
+34,642
+105% +$3.59M 3.09% 3
2014
Q2 		$3.42M Sell
33,034
-461
-1% -$47.3K 1.55% 12
2014
Q1 		$3.41M Buy
33,495
+2,285
+7% +$232K 1.68% 9
2013
Q4 		$3.1M Buy
31,210
+3,373
+12% +$342K 1.74% 10
2013
Q3 		$2.83M Sell
27,837
-1,661
-6% -$168K 1.71% 11
2013
Q2 		$3.02M Buy
+29,498
New +$3.14M 1.76% 9

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

First Heartland Consultants's IEF Position: Q2 2026 in Review

First Heartland Consultants increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q2 2026, buying an estimated $83.8K and bringing the position to 7,682 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #261.

First Heartland Consultants first reported a position in IEF in Q2 2013 and has held it in 47 quarters since. The position peaked at $12M in Q3 2017. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • First Heartland Consultants held 7,682 shares of iShares 7-10 Year Treasury Bond ETF worth $726K as of Q2 2026.
  • First Heartland Consultants bought 885 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $83.8K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #261 holding.
  • First Heartland Consultants first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 47 quarters since.
  • First Heartland Consultants's iShares 7-10 Year Treasury Bond ETF position peaked at $12M in Q3 2017.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.