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 Q2	$204K	Sell	2,160 -193	-8%	-$18.3K	0.12%	67
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 $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Genesis Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.2% in Q2 2026, selling an estimated $18.3K and leaving 2,160 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #67.

Genesis Wealth Advisors first reported a position in IEF in Q4 2014 and has held it in 10 quarters since. The position peaked at $3.03M in Q4 2014. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Genesis Wealth Advisors held 2,160 shares of iShares 7-10 Year Treasury Bond ETF worth $204K as of Q2 2026.
Genesis Wealth Advisors sold 193 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Genesis Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Genesis Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.03M in Q4 2014.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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