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

Innova 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 		$486K Sell
5,136
-63,023
-92% -$5.96M 0.2% 90
2026
Q1 		$6.51M Buy
68,159
+63,229
+1,283% +$6.08M 3.08% 5
2025
Q4 		$474K Buy
4,930
+525
+12% +$50.8K 0.24% 70
2025
Q3 		$425K Buy
4,405
+30
+0.7% +$2.87K 0.23% 70
2025
Q2 		$419K Sell
4,375
-93,100
-96% -$8.8M 0.25% 58
2025
Q1 		$9.3M Buy
97,475
+61,455
+171% +$5.75M 5.76% 2
2024
Q4 		$3.33M Buy
+36,020
New +$3.4M 2.1% 14
2024
Q3 		– Sell
-11,244
Closed -$1.05M – 103
2024
Q2 		$1.05M Buy
11,244
+6,938
+161% +$645K 0.75% 31
2024
Q1 		$408K Sell
4,306
-35
-0.8% -$3.32K 0.31% 51
2023
Q4 		$418K Sell
4,341
-58,051
-93% -$5.37M 0.36% 40
2023
Q3 		$5.71M Sell
62,392
-124,920
-67% -$11.8M 5.13% 5
2023
Q2 		$18.1M Buy
187,312
+29,113
+18% +$2.86M 15.41% 1
2023
Q1 		$15.7M Buy
158,199
+108,355
+217% +$10.6M 13.74% 2
2022
Q4 		$4.77M Sell
49,844
-47,408
-49% -$4.55M 4.19% 7
2022
Q3 		$9.34M Sell
97,252
-7,629
-7% -$774K 8.51% 4
2022
Q2 		$10.7M Sell
104,881
-98,995
-49% -$10.2M 9.03% 3
2022
Q1 		$21.9M Buy
203,876
+77,700
+62% +$8.62M 15.75% 1
2021
Q4 		$14.5M Buy
126,176
+105,969
+524% +$12.2M 10.26% 1
2021
Q3 		$2.33M Buy
20,207
+10,507
+108% +$1.23M 1.85% 19
2021
Q2 		$1.12M Buy
9,700
+167
+2% +$19.1K 0.88% 25
2021
Q1 		$1.08M Buy
9,533
+122
+1% +$14.2K 0.92% 26
2020
Q4 		$1.13M Buy
+9,411
New +$1.13M 1.06% 24

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

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

Innova Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 92% in Q2 2026, selling an estimated $5.96M and leaving 5,136 shares worth $486K. The position accounts for 0.2% of the portfolio, ranked #90.

Innova Wealth Partners first reported a position in IEF in Q4 2020 and has held it in 22 quarters since. The position peaked at $21.9M in Q1 2022. 508 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Innova Wealth Partners held 5,136 shares of iShares 7-10 Year Treasury Bond ETF worth $486K as of Q2 2026.
  • Innova Wealth Partners sold 63,023 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.96M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.2% of Innova Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Innova Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Innova Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $21.9M in Q1 2022.
  • 508 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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