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

Insight Wealth Strategies’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	$3.3M	Buy	35,047 +2,440	+7%	+$231K	0.32%	86
2026 Q1	$3.11M	Buy	32,607 +957	+3%	+$92.1K	0.35%	87
2025 Q4	$3.04M	Sell	31,650 -1,146	-3%	-$111K	0.35%	86
2025 Q3	$3.16M	Sell	32,796 -269	-0.8%	-$25.7K	0.37%	84
2025 Q2	$3.15M	Sell	33,065 -228,847	-87%	-$21.6M	0.4%	76
2025 Q1	$25M	Buy	261,912 +3,915	+2%	+$366K	3.36%	5
2024 Q4	$23.9M	Buy	257,997 +6,458	+3%	+$610K	3.2%	8
2024 Q3	$24.7M	Buy	251,539 +65,116	+35%	+$6.29M	3.25%	10
2024 Q2	$17.5M	Buy	186,423 +6,921	+4%	+$643K	2.48%	11
2024 Q1	$17M	Sell	179,502 -26,712	-13%	-$2.53M	2.49%	11
2023 Q4	$19.9M	Buy	206,214 +20,136	+11%	+$1.86M	3.21%	10
2023 Q3	$17M	Buy	186,078 +2,870	+2%	+$271K	3.29%	11
2023 Q2	$17.7M	Buy	+183,208	New	+$18M	3.39%	13
2023 Q1	–	Sell	-38,214	Closed	-$3.66M	–	139
2022 Q4	$3.66M	Buy	38,214 +35,983	+1,613%	+$3.46M	0.71%	23
2022 Q3	$228K	Hold	2,231	–	–	0.04%	136
2022 Q2	$228K	Sell	2,231 -479	-18%	-$49.2K	0.04%	136
2022 Q1	$291K	Sell	2,710 -38,789	-93%	-$4.3M	0.04%	139
2021 Q4	$4.77M	Sell	41,499 -164,951	-80%	-$19M	0.68%	24
2021 Q3	$23.8M	Buy	206,450 +3,690	+2%	+$431K	3.35%	13
2021 Q2	$23.4M	Sell	202,760 -6,929	-3%	-$793K	3.33%	15
2021 Q1	$23.7M	Buy	209,689 +7,007	+3%	+$816K	3.17%	15
2020 Q4	$24.3M	Buy	202,682 +6,924	+4%	+$833K	4.13%	7
2020 Q3	$23.8M	Sell	195,758 -61,992	-24%	-$7.56M	4.43%	5
2020 Q2	$31.4M	Buy	257,750 +12,685	+5%	+$1.54M	6.99%	1
2020 Q1	$29.8M	Buy	245,065 +222,822	+1,002%	+$25.6M	7.92%	1
2019 Q4	$2.45M	Sell	22,243 -17,958	-45%	-$2M	0.52%	35
2019 Q3	$4.52M	Buy	40,201 +26,737	+199%	+$2.98M	1.06%	19
2019 Q2	$1.48M	Sell	13,464 -1,018	-7%	-$109K	0.36%	51
2019 Q1	$1.54M	Buy	14,482 +8,019	+124%	+$839K	0.43%	44
2018 Q4	$673K	Buy	+6,463	New	+$655K	0.21%	69

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Insight Wealth Strategies's IEF Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.5% in Q2 2026, buying an estimated $231K and bringing the position to 35,047 shares worth $3.3M. The position accounts for 0.32% of the portfolio, ranked #86.

Insight Wealth Strategies first reported a position in IEF in Q4 2018 and has held it in 30 quarters since. The position peaked at $31.4M in Q2 2020. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Insight Wealth Strategies held 35,047 shares of iShares 7-10 Year Treasury Bond ETF worth $3.3M as of Q2 2026.
Insight Wealth Strategies bought 2,440 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $231K.
iShares 7-10 Year Treasury Bond ETF made up 0.32% of Insight Wealth Strategies's portfolio in Q2 2026, its #86 holding.
Insight Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 30 quarters since.
Insight Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $31.4M in Q2 2020.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.