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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$343K Sell
3,626
-1,349
-27% -$128K 0.07% 130
2026
Q1
$475K Sell
4,975
-405
-8% -$39K 0.11% 105
2025
Q4
$517K Buy
5,380
+1,359
+34% +$132K 0.12% 99
2025
Q3
$388K Buy
+4,021
New +$384K 0.09% 111

Other funds holding IEF

Founders Grove Wealth Partners's IEF Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 27% in Q2 2026, selling an estimated $128K and leaving 3,626 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #130.

Founders Grove Wealth Partners first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $517K in Q4 2025. 291 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Founders Grove Wealth Partners held 3,626 shares of iShares 7-10 Year Treasury Bond ETF worth $343K as of Q2 2026.
  • Founders Grove Wealth Partners sold 1,349 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Founders Grove Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Founders Grove Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $517K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.