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

Integrated Wealth Concepts’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
Q1 		$12.4M Buy
129,589
+35,685
+38% +$3.43M 0.1% 211
2025
Q4 		$9.03M Buy
93,904
+6,524
+7% +$631K 0.11% 172
2025
Q3 		$8.43M Sell
87,380
-82,108
-48% -$7.85M 0.08% 250
2025
Q2 		$16.2M Buy
169,488
+54,951
+48% +$5.2M 0.16% 131
2025
Q1 		$10.9M Buy
114,537
+14,643
+15% +$1.37M 0.13% 157
2024
Q4 		$9.24M Buy
99,894
+2,213
+2% +$209K 0.11% 185
2024
Q3 		$9.58M Buy
97,681
+1,843
+2% +$178K 0.12% 175
2024
Q2 		$8.98M Sell
95,838
-2,104
-2% -$195K 0.12% 170
2024
Q1 		$9.27M Buy
97,942
+10,468
+12% +$992K 0.13% 167
2023
Q4 		$8.43M Sell
87,474
-14,752
-14% -$1.36M 0.14% 165
2023
Q3 		$9.36M Sell
102,226
-18,064
-15% -$1.7M 0.17% 146
2023
Q2 		$11.6M Sell
120,290
-12,939
-10% -$1.27M 0.2% 125
2023
Q1 		$13.2M Sell
133,229
-915,303
-87% -$89.5M 0.27% 87
2022
Q4 		$100M Buy
1,048,532
+970,397
+1,242% +$93.2M 2.73% 2
2022
Q3 		$7.5M Buy
78,135
+23,373
+43% +$2.37M 0.24% 91
2022
Q2 		$5.6M Sell
54,762
-7,873
-13% -$808K 0.17% 128
2022
Q1 		$6.73M Buy
62,635
+8,181
+15% +$908K 0.21% 105
2021
Q4 		$6.26M Buy
54,454
+22,854
+72% +$2.63M 0.19% 104
2021
Q3 		$3.64M Sell
31,600
-7,603
-19% -$889K 0.12% 154
2021
Q2 		$4.53M Buy
39,203
+24,811
+172% +$2.84M 0.16% 120
2021
Q1 		$1.63M Buy
14,392
+719
+5% +$83.8K 0.07% 217
2020
Q4 		$1.64M Sell
13,673
-24,679
-64% -$2.97M 0.08% 177
2020
Q3 		$4.67M Sell
38,352
-144,442
-79% -$17.6M 0.29% 73
2020
Q2 		$22.3M Buy
182,794
+42,767
+31% +$5.2M 1.6% 12
2020
Q1 		$17M Buy
140,027
+134,230
+2,316% +$15.4M 1.57% 15
2019
Q4 		$639K Buy
5,797
+2,681
+86% +$299K 0.05% 228
2019
Q3 		$350K Sell
3,116
-912
-23% -$102K 0.04% 276
2019
Q2 		$443K Buy
+4,028
New +$432K 0.06% 199
2019
Q1 		– Sell
-48,179
Closed -$5.02M – 335
2018
Q4 		$5.02M Buy
+48,179
New +$4.88M 1.36% 19
2018
Q1 		– Sell
-5,004
Closed -$526K – 203
2017
Q4 		$526K Buy
+5,004
New +$531K 0.23% 88

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Integrated Wealth Concepts's IEF Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 38% in Q1 2026, buying an estimated $3.43M and bringing the position to 129,589 shares worth $12.4M. The position accounts for 0.1% of the portfolio, ranked #211.

Integrated Wealth Concepts first reported a position in IEF in Q4 2017 and has held it in 30 quarters since. The position peaked at $100M in Q4 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Integrated Wealth Concepts held 129,589 shares of iShares 7-10 Year Treasury Bond ETF worth $12.4M as of Q1 2026.
  • Integrated Wealth Concepts bought 35,685 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $3.43M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #211 holding.
  • Integrated Wealth Concepts first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • Integrated Wealth Concepts's iShares 7-10 Year Treasury Bond ETF position peaked at $100M in Q4 2022.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.