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

Forza 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 		$1.1M Hold
11,615
– – 0.34% 68
2026
Q1 		$1.11M Sell
11,615
-379
-3% -$36.5K 0.39% 62
2025
Q4 		$1.15M Sell
11,994
-5
-0% -$484 0.42% 56
2025
Q3 		$1.16M Sell
11,999
-386
-3% -$36.9K 0.44% 52
2025
Q2 		$1.19M Sell
12,385
-39,638
-76% -$3.75M 0.49% 49
2025
Q1 		$4.96M Sell
52,023
-50
-0.1% -$4.68K 2.23% 8
2024
Q4 		$4.81M Hold
52,073
– – 2.19% 9
2024
Q3 		$5.11M Sell
52,073
-421
-0.8% -$40.7K 2.34% 7
2024
Q2 		$4.92M Hold
52,494
– – 2.54% 6
2024
Q1 		$4.97M Buy
52,494
+4,300
+9% +$408K 2.58% 6
2023
Q4 		$4.65M Buy
48,194
+40,225
+505% +$3.72M 2.56% 6
2023
Q3 		$730K Buy
7,969
+2,700
+51% +$255K 0.38% 82
2023
Q2 		$509K Buy
+5,269
New +$518K 0.26% 113

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

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

Forza Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 11,615 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #68.

Forza Wealth Management first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.11M in Q3 2024. 245 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Forza Wealth Management held 11,615 shares of iShares 7-10 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
  • Forza Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.34% of Forza Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Forza Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Forza Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5.11M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.