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Ironwood Wealth Management (Arizona)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$45.4M Buy
480,303
+40,101
+9% +$3.79M 10.07% 5
2026
Q1 		$42M Buy
440,202
+9,333
+2% +$898K 12.05% 5
2025
Q4 		$41.4M Buy
430,869
+19,472
+5% +$1.88M 12.18% 5
2025
Q3 		$39.7M Buy
411,397
+18,197
+5% +$1.74M 13.3% 4
2025
Q2 		$37.7M Sell
393,200
-104,072
-21% -$9.84M 13.75% 3
2025
Q1 		$47.4M Buy
497,272
+13,982
+3% +$1.31M 14.56% 3
2024
Q4 		$44.7M Buy
483,290
+4,984
+1% +$471K 13.86% 3
2024
Q3 		$46.9M Buy
478,306
+15,677
+3% +$1.52M 14.12% 3
2024
Q2 		$43.3M Buy
462,629
+38,988
+9% +$3.62M 14.15% 3
2024
Q1 		$40.1M Buy
423,641
+8,853
+2% +$839K 13% 3
2023
Q4 		$40M Buy
414,788
+41,241
+11% +$3.81M 13.34% 3
2023
Q3 		$33.8M Sell
373,547
-4,747
-1% -$448K 13.81% 2
2023
Q2 		$36.5M Buy
378,294
+9,304
+3% +$915K 13.6% 3
2023
Q1 		$36.6M Buy
368,990
+25,151
+7% +$2.46M 14.44% 3
2022
Q4 		$32.9M Buy
343,839
+120,840
+54% +$11.6M 13.75% 3
2022
Q3 		$22.8M Hold
222,999
– – 10.2% 3
2022
Q2 		$22.8M Buy
222,999
+137,996
+162% +$14.2M 10.2% 3
2022
Q1 		$9.13M Buy
+85,003
New +$9.43M 3.75% 8

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Ironwood Wealth Management (Arizona)'s IEF Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.1% in Q2 2026, buying an estimated $3.79M and bringing the position to 480,303 shares worth $45.4M. The position accounts for 10.07% of the portfolio, ranked #5.

Ironwood Wealth Management (Arizona) first reported a position in IEF in Q1 2022 and has held it in 18 quarters since. The position peaked at $47.4M in Q1 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 480,303 shares of iShares 7-10 Year Treasury Bond ETF worth $45.4M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) bought 40,101 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.79M.
  • iShares 7-10 Year Treasury Bond ETF made up 10.07% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #5 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares 7-10 Year Treasury Bond ETF position peaked at $47.4M in Q1 2025.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.