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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
2022
Q4 		– Sell
-200
Closed -$19K – 61
2022
Q3 		$19K Buy
+200
New +$20.3K 0.02% 50

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.