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

Golden State 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
Q2 		$128K Buy
1,354
+7
+0.5% +$662 0.01% 506
2026
Q1 		$129K Sell
1,347
-32
-2% -$3.08K 0.01% 463
2025
Q4 		$133K Buy
1,379
+8
+0.6% +$774 0.01% 460
2025
Q3 		$132K Buy
1,371
+13
+1% +$1.24K 0.01% 444
2025
Q2 		$130K Buy
1,358
+12
+0.9% +$1.14K 0.02% 430
2025
Q1 		$128K Sell
1,346
-616
-31% -$57.6K 0.02% 400
2024
Q4 		$181K Buy
+1,962
New +$185K 0.03% 337
2020
Q4 		– Sell
-1,468
Closed -$179K – 324
2020
Q3 		$179K Buy
+1,468
New +$179K 0.06% 201
2020
Q2 		– Sell
-1,351
Closed -$164K – 522
2020
Q1 		$164K Buy
+1,351
New +$155K 0.07% 180
2019
Q4 		– Sell
-1,342
Closed -$151K – 463
2019
Q3 		$151K Buy
1,342
+8
+0.6% +$893 0.05% 241
2019
Q2 		$146K Buy
1,334
+7
+0.5% +$750 0.05% 272
2019
Q1 		$142K Buy
+1,327
New +$139K 0.05% 268

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Golden State Wealth Management's IEF Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.52% in Q2 2026, buying an estimated $662 and bringing the position to 1,354 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #506.

Golden State Wealth Management first reported a position in IEF in Q1 2019 and has held it in 12 quarters since. The position peaked at $181K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Golden State Wealth Management held 1,354 shares of iShares 7-10 Year Treasury Bond ETF worth $128K as of Q2 2026.
  • Golden State Wealth Management bought 7 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $662.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Golden State Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 12 quarters since.
  • Golden State Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $181K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.