FWM
IEF icon

Focused Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Focused Wealth Management’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 		$4.1M Buy
43,305
+2,606
+6% +$247K 0.36% 41
2026
Q1 		$3.88M Buy
40,699
+5,359
+15% +$516K 0.4% 38
2025
Q4 		$3.4M Buy
35,340
+9,121
+35% +$883K 0.36% 40
2025
Q3 		$2.53M Buy
26,219
+1,198
+5% +$115K 0.27% 47
2025
Q2 		$2.4M Buy
25,021
+1,757
+8% +$166K 0.29% 44
2025
Q1 		$2.22M Buy
23,264
+3,323
+17% +$311K 0.3% 41
2024
Q4 		$1.84M Buy
19,941
+6,252
+46% +$591K 0.25% 41
2024
Q3 		$1.34M Buy
13,689
+3,412
+33% +$330K 0.17% 60
2024
Q2 		$962K Buy
10,277
+1,185
+13% +$110K 0.14% 64
2024
Q1 		$861K Buy
9,092
+3,902
+75% +$370K 0.13% 67
2023
Q4 		$500K Buy
5,190
+2,213
+74% +$205K 0.08% 77
2023
Q3 		$273K Sell
2,977
-635
-18% -$59.9K 0.05% 113
2023
Q2 		$349K Sell
3,612
-5
-0.1% -$492 0.06% 97
2023
Q1 		$358K Buy
3,617
+18
+0.5% +$1.76K 0.07% 93
2022
Q4 		$345K Buy
+3,599
New +$346K 0.07% 98

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Focused Wealth Management's IEF Position: Q2 2026 in Review

Focused Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.4% in Q2 2026, buying an estimated $247K and bringing the position to 43,305 shares worth $4.1M. The position accounts for 0.36% of the portfolio, ranked #41.

Focused Wealth Management first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Focused Wealth Management held 43,305 shares of iShares 7-10 Year Treasury Bond ETF worth $4.1M as of Q2 2026.
  • Focused Wealth Management bought 2,606 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $247K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.36% of Focused Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Focused Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.