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

Magnolia 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	$2.55M	Buy	354,106 +6,335	+2%	+$600K	1.4%	17
2026 Q1	$1.97M	Buy	347,771 +332,796	+2,222%	+$32M	1.31%	15
2025 Q4	$1.44M	Buy	14,975 +1,366	+10%	+$132K	1.01%	22
2025 Q3	$1.31M	Sell	13,609 -1,427	-9%	-$136K	0.96%	28
2025 Q2	$1.44M	Sell	15,036 -182,954	-92%	-$17.3M	1.12%	25
2025 Q1	$1.33M	Buy	197,990 +190,875	+2,683%	+$17.9M	1.09%	24
2024 Q4	$658K	Buy	+7,115	New	+$672K	0.57%	42

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Magnolia Private Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.8% in Q2 2026, buying an estimated $600K and bringing the position to 354,106 shares worth $2.55M. The position accounts for 1.4% of the portfolio, ranked #17.

Magnolia Private Wealth first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Magnolia Private Wealth held 354,106 shares of iShares 7-10 Year Treasury Bond ETF worth $2.55M as of Q2 2026.
Magnolia Private Wealth bought 6,335 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $600K.
iShares 7-10 Year Treasury Bond ETF made up 1.4% of Magnolia Private Wealth's portfolio in Q2 2026, its #17 holding.
Magnolia Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.