Focus Partners Wealth
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Focus Partners Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Focus Partners Wealth’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 		$125M Sell
1,307,168
-46,519
-3% -$4.47M 0.14% 155
2025
Q4 		$130M Buy
1,353,687
+1,162,073
+606% +$112M 0.15% 139
2025
Q3 		$18.5M Buy
191,614
+39,681
+26% +$3.79M 0.03% 416
2025
Q2 		$14.6M Sell
151,933
-33,922
-18% -$3.21M 0.03% 426
2025
Q1 		$17.7M Sell
185,855
-426,315
-70% -$39.9M 0.04% 352
2024
Q4 		$56.6M Buy
612,170
+596,946
+3,921% +$56.4M 0.15% 141
2024
Q3 		$1.49M Sell
15,224
-1,151,188
-99% -$111M ﹤0.01% 843
2024
Q2 		$109M Buy
1,166,412
+580,538
+99% +$53.9M 0.37% 65
2024
Q1 		$55.5M Buy
585,874
+571,274
+3,913% +$54.1M 0.45% 52
2023
Q4 		$1.41M Buy
+14,600
New +$1.35M 0.02% 399

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 $9.54B AUM 19.86% 1-Year Est. Return

Focus Partners Wealth's IEF Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.4% in Q1 2026, selling an estimated $4.47M and leaving 1,307,168 shares worth $125M. The position accounts for 0.14% of the portfolio, ranked #155.

Focus Partners Wealth first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. The position peaked at $130M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Focus Partners Wealth held 1,307,168 shares of iShares 7-10 Year Treasury Bond ETF worth $125M as of Q1 2026.
  • Focus Partners Wealth sold 46,519 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.47M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.14% of Focus Partners Wealth's portfolio in Q1 2026, its #155 holding.
  • Focus Partners Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $130M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.