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Journey Strategic Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Journey Strategic 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
Q1 		$269K Hold
2,817
– – 0.01% 602
2025
Q4 		$271K Sell
2,817
-7
-0.2% -$677 0.01% 547
2025
Q3 		$272K Buy
+2,824
New +$270K 0.01% 523

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.96% 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

Journey Strategic Wealth's IEF Position: Q1 2026 in Review

Journey Strategic Wealth held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 2,817 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #602.

Journey Strategic Wealth first reported a position in IEF in Q3 2025 and has held it in 3 quarters since. The position peaked at $272K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Journey Strategic Wealth held 2,817 shares of iShares 7-10 Year Treasury Bond ETF worth $269K as of Q1 2026.
  • Journey Strategic Wealth left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #602 holding.
  • Journey Strategic Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Journey Strategic Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $272K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.