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FORM Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

FORM Wealth Advisors’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 		$23.6M Buy
249,869
+89,682
+56% +$8.49M 2.6% 10
2026
Q1 		$15.3M Sell
160,187
-62,136
-28% -$5.98M 1.79% 12
2025
Q4 		$21.4M Buy
+222,323
New +$21.5M 2.5% 11
2025
Q2 		$21.9M Buy
228,349
+18,739
+9% +$1.77M 2.65% 11
2025
Q1 		$20M Buy
+209,610
New +$19.6M 2.72% 11

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
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
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

FORM Wealth Advisors's IEF Position: Q2 2026 in Review

FORM Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 56% in Q2 2026, buying an estimated $8.49M and bringing the position to 249,869 shares worth $23.6M. The position accounts for 2.6% of the portfolio, ranked #10.

FORM Wealth Advisors first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • FORM Wealth Advisors held 249,869 shares of iShares 7-10 Year Treasury Bond ETF worth $23.6M as of Q2 2026.
  • FORM Wealth Advisors bought 89,682 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.49M.
  • iShares 7-10 Year Treasury Bond ETF made up 2.6% of FORM Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • FORM Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 297 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.