Horst & Graben Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Horst & Graben 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	$2.64M	Buy	28,030 +24,328	+657%	+$2.3M	0.35%	47
2026 Q1	$353K	Buy	3,702 +917	+33%	+$88.2K	0.05%	142
2025 Q4	$268K	Sell	2,785 -144	-5%	-$13.9K	0.04%	149
2025 Q3	$283K	Sell	2,929 -8	-0.3%	-$765	0.04%	144
2025 Q2	$281K	Sell	2,937 -79	-3%	-$7.47K	0.05%	135
2025 Q1	$288K	Sell	3,016 -44	-1%	-$4.12K	0.05%	125
2024 Q4	$283K	Buy	3,060 +401	+15%	+$37.9K	0.05%	121
2024 Q3	$261K	Buy	2,659 +64	+2%	+$6.19K	0.05%	122
2024 Q2	$243K	Buy	+2,595	New	+$241K	0.05%	128
2021 Q1	–	Sell	-4,186	Closed	-$502K	–	131
2020 Q4	$502K	Buy	4,186 +998	+31%	+$120K	0.17%	69
2020 Q3	$388K	Buy	3,188 +1,500	+89%	+$183K	0.15%	76
2020 Q2	$206K	Buy	+1,688	New	+$205K	0.09%	94

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

Horst & Graben Wealth Management's IEF Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 657% in Q2 2026, buying an estimated $2.3M and bringing the position to 28,030 shares worth $2.64M. The position accounts for 0.35% of the portfolio, ranked #47.

Horst & Graben Wealth Management first reported a position in IEF in Q2 2020 and has held it in 12 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Horst & Graben Wealth Management held 28,030 shares of iShares 7-10 Year Treasury Bond ETF worth $2.64M as of Q2 2026.
Horst & Graben Wealth Management bought 24,328 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.3M.
iShares 7-10 Year Treasury Bond ETF made up 0.35% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #47 holding.
Horst & Graben Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 12 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.