Institute for Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Institute for 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	$161K	Buy	+1,706	New	+$161K	0.01%	565
2026 Q1	–	Sell	-2,670	Closed	-$257K	–	559
2025 Q4	$257K	Buy	+2,670	New	+$258K	0.03%	473
2025 Q3	–	Sell	-2,096	Closed	-$201K	–	582
2025 Q2	$201K	Buy	+2,096	New	+$198K	0.02%	543
2023 Q3	–	Sell	-2,696	Closed	-$260K	–	466
2023 Q2	$260K	Sell	2,696 -977	-27%	-$96K	0.04%	392
2023 Q1	$364K	Buy	3,673 +150	+4%	+$14.7K	0.07%	313
2022 Q4	$337K	Buy	+3,523	New	+$338K	0.07%	330
2022 Q3	–	Sell	-2,014	Closed	-$206K	–	483
2022 Q2	$206K	Sell	2,014 -190	-9%	-$19.5K	0.04%	483
2022 Q1	$237K	Buy	+2,204	New	+$245K	0.04%	482
2021 Q4	–	Sell	-1,758	Closed	-$203K	–	497
2021 Q3	$203K	Sell	1,758 -10	-0.6%	-$1.17K	0.04%	461
2021 Q2	$204K	Hold	1,768	–	–	0.04%	461
2021 Q1	$200K	Sell	1,768 -470	-21%	-$54.8K	0.04%	451
2020 Q4	$268K	Sell	2,238 -75	-3%	-$9.02K	0.05%	371
2020 Q3	$282K	Sell	2,313 -20	-0.9%	-$2.44K	0.06%	330
2020 Q2	$284K	Buy	2,333 +477	+26%	+$58K	0.07%	330
2020 Q1	$225K	Sell	1,856 -1,868	-50%	-$215K	0.07%	347
2019 Q4	$410K	Buy	+3,724	New	+$415K	0.09%	290
2015 Q4	$1.97M	Sell	18,660 -3,006	-14%	-$320K	2.94%	9
2015 Q3	$2.34M	Buy	21,666 +2,651	+14%	+$282K	4.44%	9
2015 Q2	$2M	Buy	19,015 +593	+3%	+$63.1K	2.58%	16
2015 Q1	$2M	Sell	18,422 -1,739	-9%	-$188K	2.2%	13
2014 Q4	$2.14M	Sell	20,161 -10,406	-34%	-$1.1M	2.25%	15
2014 Q3	$3.17M	Sell	30,567 -5,985	-16%	-$621K	3.02%	10
2014 Q2	$3.79M	Buy	36,552 +34,446	+1,636%	+$3.54M	3.28%	9
2014 Q1	$214K	Buy	+2,106	New	+$214K	0.18%	35
2013 Q4	–	Sell	-5,386	Closed	-$550K	–	75
2013 Q3	$550K	Buy	5,386 +5,113	+1,873%	+$517K	0.38%	33
2013 Q2	$28K	Buy	+273	New	+$29.1K	0.02%	63

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

Institute for Wealth Management's IEF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 1,706 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IEF as recently as Q4 2025.

Institute for Wealth Management first reported a position in IEF in Q2 2013 and has held it in 26 quarters since. The position peaked at $3.79M in Q2 2014. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Institute for Wealth Management held 1,706 shares of iShares 7-10 Year Treasury Bond ETF worth $161K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Institute for Wealth Management position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #565 holding.
Institute for Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 26 quarters since.
Institute for Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.79M in Q2 2014.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.