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

Genesis 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 Q1	$225K	Hold	2,353	–	–	0.15%	59
2025 Q4	$226K	Sell	2,353 -60	-2%	-$5.81K	0.16%	55
2025 Q3	$233K	Hold	2,413	–	–	0.16%	55
2025 Q2	$231K	Hold	2,413	–	–	0.17%	55
2025 Q1	$230K	Hold	2,413	–	–	0.19%	51
2024 Q4	$223K	Buy	+2,413	New	+$228K	0.19%	54
2015 Q2	$210K	Sell	2,003 -7,538	-79%	-$803K	0.17%	66
2015 Q1	$1.04M	Sell	9,541 -18,511	-66%	-$2M	0.86%	23
2014 Q4	$3.03M	Buy	+28,052	New	+$2.96M	2.4%	10

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Genesis Wealth Advisors's IEF Position: Q1 2026 in Review

Genesis Wealth Advisors held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 2,353 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #59.

Genesis Wealth Advisors first reported a position in IEF in Q4 2014 and has held it in 9 quarters since. The position peaked at $3.03M in Q4 2014. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Genesis Wealth Advisors held 2,353 shares of iShares 7-10 Year Treasury Bond ETF worth $225K as of Q1 2026.
Genesis Wealth Advisors left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Genesis Wealth Advisors's portfolio in Q1 2026, its #59 holding.
Genesis Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 9 quarters since.
Genesis Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.03M in Q4 2014.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.