HW
IEF icon

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

HORAN 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
Q1 		$798K Buy
+8,301
New +$799K 0.08% 114
2025
Q4 		– Sell
-8,769
Closed -$846K – 189
2025
Q3 		$846K Buy
+8,769
New +$838K 0.13% 101

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

HORAN Wealth's IEF Position: Q1 2026 in Review

HORAN Wealth opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 8,301 shares worth $798K. The stake represents 0.08% of the portfolio and ranks #114 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in IEF as recently as Q3 2025.

HORAN Wealth first reported a position in IEF in Q3 2025 and has held it in 2 quarters since. The position peaked at $846K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • HORAN Wealth held 8,301 shares of iShares 7-10 Year Treasury Bond ETF worth $798K as of Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new HORAN Wealth position in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of HORAN Wealth's portfolio in Q1 2026, its #114 holding.
  • HORAN Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 2 quarters since.
  • HORAN Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $846K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.