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

Good Steward 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	$5.18M	Buy	54,301 +1,770	+3%	+$170K	3.33%	10
2025 Q4	$5.05M	Sell	52,531 -1,130	-2%	-$109K	3.33%	8
2025 Q3	$5.18M	Buy	53,661 +43,347	+420%	+$4.14M	3.58%	8
2025 Q2	$988K	Buy	10,314 +7,486	+265%	+$708K	0.77%	28
2025 Q1	$270K	Buy	+2,828	New	+$265K	0.25%	100

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 $9.54B AUM 19.86% 1-Year Est. Return

Good Steward Wealth Advisors's IEF Position: Q1 2026 in Review

Good Steward Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.4% in Q1 2026, buying an estimated $170K and bringing the position to 54,301 shares worth $5.18M. The position accounts for 3.33% of the portfolio, ranked #10.

Good Steward Wealth Advisors first reported a position in IEF in Q1 2025 and has held it in 5 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Good Steward Wealth Advisors held 54,301 shares of iShares 7-10 Year Treasury Bond ETF worth $5.18M as of Q1 2026.
Good Steward Wealth Advisors bought 1,770 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $170K.
iShares 7-10 Year Treasury Bond ETF made up 3.33% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Good Steward Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

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