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

Imprint 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	$3.5K	Hold	37	–	–	0.01%	198
2026 Q1	$3.53K	Hold	37	–	–	0.02%	193
2025 Q4	$3.56K	Sell	37 -37	-50%	-$3.58K	0.02%	223
2025 Q3	$7.14K	Buy	+74	New	+$7.08K	0.02%	217
2024 Q1	$206K	Buy	+2,200	New	+$208K	0.05%	283
2023 Q3	–	Sell	-2,459	Closed	-$233K	–	162
2023 Q2	$233K	Buy	2,459 +107	+5%	+$10.5K	0.15%	155
2023 Q1	$234K	Buy	+2,352	New	+$230K	0.15%	143

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

Imprint Wealth's IEF Position: Q2 2026 in Review

Imprint Wealth held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 37 shares worth $3.5K. The position accounts for 0.01% of the portfolio, ranked #198.

Imprint Wealth first reported a position in IEF in Q1 2023 and has held it in 7 quarters since. The position peaked at $234K in Q1 2023. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Imprint Wealth held 37 shares of iShares 7-10 Year Treasury Bond ETF worth $3.5K as of Q2 2026.
Imprint Wealth left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Imprint Wealth's portfolio in Q2 2026, its #198 holding.
Imprint Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 7 quarters since.
Imprint Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $234K in Q1 2023.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.