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

Maia 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	$463K	Buy	4,895 +1,245	+34%	+$118K	0.07%	229
2026 Q1	$348K	Sell	3,650 -1,874	-34%	-$180K	0.06%	270
2025 Q4	$535K	Buy	5,524 +820	+17%	+$79.3K	0.09%	209
2025 Q3	$454K	Buy	4,704 +697	+17%	+$66.6K	0.08%	222
2025 Q2	$384K	Sell	4,007 -40	-1%	-$3.78K	0.07%	229
2025 Q1	$381K	Buy	4,047 +1,353	+50%	+$127K	0.09%	200
2024 Q4	$251K	Buy	+2,694	New	+$255K	0.05%	259

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Maia Wealth's IEF Position: Q2 2026 in Review

Maia Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 34% in Q2 2026, buying an estimated $118K and bringing the position to 4,895 shares worth $463K. The position accounts for 0.07% of the portfolio, ranked #229.

Maia Wealth first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $535K in Q4 2025. 439 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Maia Wealth held 4,895 shares of iShares 7-10 Year Treasury Bond ETF worth $463K as of Q2 2026.
Maia Wealth bought 1,245 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $118K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Maia Wealth's portfolio in Q2 2026, its #229 holding.
Maia Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Maia Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $535K in Q4 2025.
439 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.