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

Gibbs 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 Q1	$704K	Buy	7,378 +1,531	+26%	+$147K	0.09%	220
2025 Q4	$563K	Sell	5,847 -125	-2%	-$12.1K	0.14%	177
2025 Q3	$576K	Sell	5,972 -1,327	-18%	-$127K	0.13%	189
2025 Q2	$699K	Buy	7,299 +1,962	+37%	+$186K	0.13%	180
2025 Q1	$509K	Sell	5,337 -20	-0.4%	-$1.87K	0.12%	185
2024 Q4	$495K	Buy	5,357 +468	+10%	+$44.2K	0.13%	168
2024 Q3	$480K	Sell	4,889 -3,488	-42%	-$337K	0.16%	153
2024 Q2	$785K	Buy	8,377 +5,952	+245%	+$553K	0.32%	77
2024 Q1	$230K	Buy	+2,425	New	+$230K	0.13%	170

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 22.9% 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

Gibbs Wealth Management's IEF Position: Q1 2026 in Review

Gibbs Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q1 2026, buying an estimated $147K and bringing the position to 7,378 shares worth $704K. The position accounts for 0.09% of the portfolio, ranked #220.

Gibbs Wealth Management first reported a position in IEF in Q1 2024 and has held it in 9 quarters since. The position peaked at $785K in Q2 2024. 1,120 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Gibbs Wealth Management held 7,378 shares of iShares 7-10 Year Treasury Bond ETF worth $704K as of Q1 2026.
Gibbs Wealth Management bought 1,531 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $147K.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Gibbs Wealth Management's portfolio in Q1 2026, its #220 holding.
Gibbs Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Gibbs Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $785K in Q2 2024.
1,120 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.