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

International Private Wealth Advisors’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	$407K	Buy	4,264 +604	+17%	+$58.1K	0.25%	91
2025 Q4	$352K	Buy	+3,660	New	+$354K	0.22%	96
2025 Q3	–	Sell	-12,372	Closed	-$1.18M	–	173
2025 Q2	$1.18M	Buy	12,372 +2,930	+31%	+$277K	1.02%	25
2025 Q1	$900K	Buy	9,442 +1,038	+12%	+$97.1K	0.86%	29
2024 Q4	$777K	Buy	+8,404	New	+$794K	0.77%	30

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

International Private Wealth Advisors's IEF Position: Q1 2026 in Review

International Private Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q1 2026, buying an estimated $58.1K and bringing the position to 4,264 shares worth $407K. The position accounts for 0.25% of the portfolio, ranked #91.

International Private Wealth Advisors first reported a position in IEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.18M in Q2 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

International Private Wealth Advisors held 4,264 shares of iShares 7-10 Year Treasury Bond ETF worth $407K as of Q1 2026.
International Private Wealth Advisors bought 604 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $58.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.25% of International Private Wealth Advisors's portfolio in Q1 2026, its #91 holding.
International Private Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 5 quarters since.
International Private Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.18M in Q2 2025.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.