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

Granite Bay 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	$4.16M	Buy	+44,015	New	+$4.17M	0.38%	51
2025 Q1	–	Sell	-3,685	Closed	-$341K	–	75
2024 Q4	$341K	Buy	+3,685	New	+$348K	0.13%	56

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

Granite Bay Wealth Management's IEF Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 44,015 shares worth $4.16M. The stake represents 0.38% of the portfolio and ranks #51 among its holdings. This is a return to the name: Granite Bay Wealth Management previously reported a position in IEF as recently as Q4 2024.

Granite Bay Wealth Management first reported a position in IEF in Q4 2024 and has held it in 2 quarters since. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Granite Bay Wealth Management held 44,015 shares of iShares 7-10 Year Treasury Bond ETF worth $4.16M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Granite Bay Wealth Management position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.38% of Granite Bay Wealth Management's portfolio in Q2 2026, its #51 holding.
Granite Bay Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 2 quarters since.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.