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Laurel Oak Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Laurel Oak Wealth Management’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 		$8.79M Sell
92,967
-2,146
-2% -$203K 1.28% 19
2026
Q1 		$9.08M Sell
95,113
-30,027
-24% -$2.89M 1.52% 14
2025
Q4 		$12M Buy
+125,140
New +$12.1M 2.03% 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

Laurel Oak Wealth Management's IEF Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.3% in Q2 2026, selling an estimated $203K and leaving 92,967 shares worth $8.79M. The position accounts for 1.28% of the portfolio, ranked #19.

Laurel Oak Wealth Management first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $12M in Q4 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Laurel Oak Wealth Management held 92,967 shares of iShares 7-10 Year Treasury Bond ETF worth $8.79M as of Q2 2026.
  • Laurel Oak Wealth Management sold 2,146 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $203K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.28% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Laurel Oak Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $12M in Q4 2025.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.