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Highline Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Highline Wealth Partners’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 		$117K Sell
1,242
-43
-3% -$4.07K 0.02% 154
2026
Q1 		$123K Buy
1,285
+96
+8% +$9.23K 0.03% 110
2025
Q4 		$114K Buy
1,189
+7
+0.6% +$677 0.03% 86
2025
Q3 		$114K Buy
1,182
+612
+107% +$58.5K 0.03% 116
2025
Q2 		$54.6K Sell
570
-7
-1% -$662 0.02% 144
2025
Q1 		$55K Buy
577
+1
+0.2% +$94 0.02% 130
2024
Q4 		$53.3K Buy
576
+7
+1% +$661 0.02% 127
2024
Q3 		$55.8K Buy
569
+5
+0.9% +$483 0.02% 127
2024
Q2 		$52.8K Buy
564
+5
+0.9% +$465 0.02% 125
2024
Q1 		$52.9K Sell
559
-22
-4% -$2.08K 0.02% 132
2023
Q4 		$56K Sell
581
-828
-59% -$76.6K 0.03% 124
2023
Q3 		$129K Buy
1,409
+11
+0.8% +$1.04K 0.08% 94
2023
Q2 		$135K Sell
1,398
-974
-41% -$95.7K 0.09% 93
2023
Q1 		$235K Sell
2,372
-23,066
-91% -$2.25M 0.16% 82
2022
Q4 		$2.44M Buy
+25,438
New +$2.44M 1.8% 13

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

Highline Wealth Partners's IEF Position: Q2 2026 in Review

Highline Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.3% in Q2 2026, selling an estimated $4.07K and leaving 1,242 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #154.

Highline Wealth Partners first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q4 2022. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Highline Wealth Partners held 1,242 shares of iShares 7-10 Year Treasury Bond ETF worth $117K as of Q2 2026.
  • Highline Wealth Partners sold 43 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.07K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.02% of Highline Wealth Partners's portfolio in Q2 2026, its #154 holding.
  • Highline Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Highline Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $2.44M in Q4 2022.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.