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 Q2	$122M	Sell	1,294,903 -12,265	-0.9%	-$1.16M	0.13%	164
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 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

Focus Partners Wealth's IEF Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.94% in Q2 2026, selling an estimated $1.16M and leaving 1,294,903 shares worth $122M. The position accounts for 0.13% of the portfolio, ranked #164.

Focus Partners Wealth first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $130M in Q4 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Focus Partners Wealth held 1,294,903 shares of iShares 7-10 Year Treasury Bond ETF worth $122M as of Q2 2026.
Focus Partners Wealth sold 12,265 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.16M.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Focus Partners Wealth's portfolio in Q2 2026, its #164 holding.
Focus Partners Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $130M in Q4 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.