PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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 Q2	$30.7K	Buy	+325	New	+$30.8K	0.01%	372
2024 Q1	–	Sell	-1,443	Closed	-$139K	–	355
2023 Q4	$139K	Buy	+1,443	New	+$133K	0.09%	123

Other funds holding IEF

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IEF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 325 shares worth $30.7K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in IEF as recently as Q4 2023.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IEF in Q4 2023 and has held it in 2 quarters since. The position peaked at $139K in Q4 2023. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 325 shares of iShares 7-10 Year Treasury Bond ETF worth $30.7K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #372 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 2 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares 7-10 Year Treasury Bond ETF position peaked at $139K in Q4 2023.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.