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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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

Magnolia Private Wealth's IEF Position: Q1 2026 in Review

Magnolia Private Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2,222% in Q1 2026, buying an estimated $32M and bringing the position to 347,771 shares worth $1.97M. The position accounts for 1.31% of the portfolio, ranked #15.

Magnolia Private Wealth first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Magnolia Private Wealth held 347,771 shares of iShares 7-10 Year Treasury Bond ETF worth $1.97M as of Q1 2026.
  • Magnolia Private Wealth bought 332,796 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $32M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.31% of Magnolia Private Wealth's portfolio in Q1 2026, its #15 holding.
  • Magnolia Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

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