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Marshall & Sterling Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$3.68M Buy
38,958
+6,306
+19% +$597K 2.18% 14
2026
Q1 		$3.12M Buy
32,652
+18,912
+138% +$1.82M 2.04% 16
2025
Q4 		$1.32M Buy
13,740
+13,056
+1,909% +$1.26M 0.87% 29
2025
Q3 		$66K Buy
+684
New +$65.4K 0.04% 148

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IEF Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 19% in Q2 2026, buying an estimated $597K and bringing the position to 38,958 shares worth $3.68M. The position accounts for 2.18% of the portfolio, ranked #14.

Marshall & Sterling Wealth Advisors first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 38,958 shares of iShares 7-10 Year Treasury Bond ETF worth $3.68M as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 6,306 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $597K.
  • iShares 7-10 Year Treasury Bond ETF made up 2.18% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.