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Intergy Private Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Intergy Private Wealth’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 		$462K Sell
4,887
-836
-15% -$79.1K 0.11% 75
2026
Q1 		$546K Buy
5,723
+1,035
+22% +$99.6K 0.16% 64
2025
Q4 		$451K Hold
4,688
– – 0.14% 69
2025
Q3 		$452K Buy
4,688
+136
+3% +$13K 0.14% 67
2025
Q2 		$436K Buy
4,552
+1,302
+40% +$123K 0.15% 66
2025
Q1 		$310K Buy
3,250
+746
+30% +$69.8K 0.12% 72
2024
Q4 		$231K Buy
2,504
+146
+6% +$13.8K 0.09% 84
2024
Q3 		$231K Buy
+2,358
New +$228K 0.09% 81

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Intergy Private Wealth's IEF Position: Q2 2026 in Review

Intergy Private Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q2 2026, selling an estimated $79.1K and leaving 4,887 shares worth $462K. The position accounts for 0.11% of the portfolio, ranked #75.

Intergy Private Wealth first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $546K in Q1 2026. 258 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Intergy Private Wealth held 4,887 shares of iShares 7-10 Year Treasury Bond ETF worth $462K as of Q2 2026.
  • Intergy Private Wealth sold 836 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $79.1K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of Intergy Private Wealth's portfolio in Q2 2026, its #75 holding.
  • Intergy Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Intergy Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $546K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.