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

GeoWealth 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	$2.32M	Buy	24,500 +10,857	+80%	+$1.03M	0.07%	157
2026 Q1	$1.3M	Buy	13,643 +1,937	+17%	+$186K	0.05%	230
2025 Q4	$1.13M	Sell	11,706 -1,261	-10%	-$122K	0.04%	245
2025 Q3	$1.25M	Buy	12,967 +499	+4%	+$47.7K	0.05%	255
2025 Q2	$1.19M	Buy	12,468 +6,838	+121%	+$647K	0.05%	221
2025 Q1	$537K	Sell	5,630 -4,576	-45%	-$428K	0.02%	409
2024 Q4	$944K	Sell	10,206 -47,585	-82%	-$4.5M	0.03%	310
2024 Q3	$5.67M	Buy	57,791 +16,412	+40%	+$1.59M	0.2%	93
2024 Q2	$3.88M	Sell	41,379 -6,300	-13%	-$585K	0.17%	92
2024 Q1	$4.51M	Buy	47,679 +8,703	+22%	+$825K	0.17%	102
2023 Q4	$3.76M	Buy	38,976 +19,020	+95%	+$1.76M	0.31%	74
2023 Q3	$1.83M	Buy	19,956 +484	+2%	+$45.6K	0.21%	102
2023 Q2	$1.88M	Buy	19,472 +15,923	+449%	+$1.57M	0.2%	88
2023 Q1	$353K	Buy	3,549 +1,060	+43%	+$104K	0.04%	162
2022 Q4	$239K	Sell	2,489 -154	-6%	-$14.8K	0.03%	225
2022 Q3	$252K	Sell	2,643 -1,697	-39%	-$172K	0.03%	216
2022 Q2	$442K	Sell	4,340 -4,607	-51%	-$473K	0.06%	166
2022 Q1	$960K	Sell	8,947 -116,667	-93%	-$12.9M	0.08%	148
2021 Q4	$14.4M	Buy	125,614 +122,412	+3,823%	+$14.1M	1.18%	21
2021 Q3	$367K	Sell	3,202 -3,127	-49%	-$366K	0.03%	248
2021 Q2	$730K	Sell	6,329 -55	-0.9%	-$6.29K	0.09%	119
2021 Q1	$721K	Sell	6,384 -1,475	-19%	-$172K	0.11%	100
2020 Q4	$943K	Sell	7,859 -946	-11%	-$114K	0.15%	112
2020 Q3	$1.07M	Buy	8,805 +3,857	+78%	+$471K	0.32%	79
2020 Q2	$603K	Buy	4,948 +1,714	+53%	+$208K	0.25%	87
2020 Q1	$393K	Sell	3,234 -5	-0.2%	-$575	0.28%	60
2019 Q4	$357K	Sell	3,239 -6,737	-68%	-$751K	0.19%	67
2019 Q3	$1.12M	Buy	+9,976	New	+$1.11M	0.25%	61

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

GeoWealth Management's IEF Position: Q2 2026 in Review

GeoWealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 80% in Q2 2026, buying an estimated $1.03M and bringing the position to 24,500 shares worth $2.32M. The position accounts for 0.07% of the portfolio, ranked #157.

GeoWealth Management first reported a position in IEF in Q3 2019 and has held it in 28 quarters since. The position peaked at $14.4M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

GeoWealth Management held 24,500 shares of iShares 7-10 Year Treasury Bond ETF worth $2.32M as of Q2 2026.
GeoWealth Management bought 10,857 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.03M.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of GeoWealth Management's portfolio in Q2 2026, its #157 holding.
GeoWealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 28 quarters since.
GeoWealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.4M in Q4 2021.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.