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

Heritage Oak 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 Q2	$22M	Buy	+232,776	New	+$22M	6.48%	3
2026 Q1	–	Sell	-12,044	Closed	-$1.16M	–	80
2025 Q4	$1.16M	Buy	12,044 +7,577	+170%	+$733K	0.43%	31
2025 Q3	$431K	Sell	4,467 -839	-16%	-$80.2K	0.16%	52
2025 Q2	$508K	Sell	5,306 -139,064	-96%	-$13.1M	0.2%	46
2025 Q1	$13.8M	Buy	+144,370	New	+$13.5M	6.05%	3
2024 Q3	–	Sell	-8,187	Closed	-$767K	–	177
2024 Q2	$767K	Buy	+8,187	New	+$761K	0.39%	35

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Heritage Oak Wealth Advisors's IEF Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 232,776 shares worth $22M. The stake represents 6.48% of the portfolio and ranks #3 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in IEF as recently as Q4 2025.

Heritage Oak Wealth Advisors first reported a position in IEF in Q2 2024 and has held it in 6 quarters since. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Heritage Oak Wealth Advisors held 232,776 shares of iShares 7-10 Year Treasury Bond ETF worth $22M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 6.48% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #3 holding.
Heritage Oak Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 6 quarters since.
372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.