High Note Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

High Note Wealth’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	$9.61M	Sell	101,586 -1,440	-1%	-$136K	1.64%	15
2026 Q1	$9.83M	Sell	103,026 -997	-1%	-$95.9K	1.93%	13
2025 Q4	$10M	Sell	104,023 -407	-0.4%	-$39.4K	1.96%	16
2025 Q3	$10.1M	Sell	104,430 -1,928	-2%	-$184K	2.02%	13
2025 Q2	$10.2M	Sell	106,358 -421	-0.4%	-$39.8K	2.33%	11
2025 Q1	$10.2M	Buy	106,779 +52,717	+98%	+$4.93M	2.52%	12
2024 Q4	$5M	Buy	54,062 +49,595	+1,110%	+$4.69M	1.3%	25
2024 Q3	$438K	Buy	+4,467	New	+$432K	0.13%	72
2021 Q2	–	Sell	-27,369	Closed	-$3.09M	–	84
2021 Q1	$3.09M	Buy	27,369 +678	+3%	+$79K	1.2%	27
2020 Q4	$3.2M	Buy	+26,691	New	+$3.21M	1.36%	21

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

High Note Wealth's IEF Position: Q2 2026 in Review

High Note Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.4% in Q2 2026, selling an estimated $136K and leaving 101,586 shares worth $9.61M. The position accounts for 1.64% of the portfolio, ranked #15.

High Note Wealth first reported a position in IEF in Q4 2020 and has held it in 10 quarters since. The position peaked at $10.2M in Q2 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

High Note Wealth held 101,586 shares of iShares 7-10 Year Treasury Bond ETF worth $9.61M as of Q2 2026.
High Note Wealth sold 1,440 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $136K.
iShares 7-10 Year Treasury Bond ETF made up 1.64% of High Note Wealth's portfolio in Q2 2026, its #15 holding.
High Note Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 10 quarters since.
High Note Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $10.2M in Q2 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.