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

Measured Wealth Private Client Group’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	$3.15K	Hold	33	–	–	﹤0.01%	628
2025 Q4	$3.17K	Sell	33 -266	-89%	-$25.7K	﹤0.01%	629
2025 Q3	$28.8K	Buy	+299	New	+$28.6K	0.01%	396
2020 Q4	–	Sell	-1,815	Closed	-$221K	–	135
2020 Q3	$221K	Sell	1,815 -70	-4%	-$8.54K	0.11%	118
2020 Q2	$230K	Buy	1,885 +185	+11%	+$22.5K	0.13%	98
2020 Q1	$207K	Buy	+1,700	New	+$196K	0.16%	85
2019 Q4	–	Sell	-19,210	Closed	-$2.16M	–	123
2019 Q3	$2.16M	Sell	19,210 -6,676	-26%	-$745K	1.4%	15
2019 Q2	$2.85M	Buy	25,886 +10,132	+64%	+$1.09M	1.64%	12
2019 Q1	$1.68M	Buy	15,754 +1,977	+14%	+$207K	1.04%	15
2018 Q4	$1.44M	Sell	13,777 -280	-2%	-$28.4K	1.3%	14
2018 Q3	$1.42M	Buy	14,057 +150	+1%	+$15.3K	0.85%	18
2018 Q2	$1.43M	Buy	+13,907	New	+$1.42M	1.16%	13
2017 Q3	$868K	Buy	+8,144	New	+$873K	1.19%	21

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Measured Wealth Private Client Group's IEF Position: Q1 2026 in Review

Measured Wealth Private Client Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 33 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Measured Wealth Private Client Group first reported a position in IEF in Q3 2017 and has held it in 13 quarters since. The position peaked at $2.85M in Q2 2019. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Measured Wealth Private Client Group held 33 shares of iShares 7-10 Year Treasury Bond ETF worth $3.15K as of Q1 2026.
Measured Wealth Private Client Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #628 holding.
Measured Wealth Private Client Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2017 and has held it in 13 quarters since.
Measured Wealth Private Client Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.85M in Q2 2019.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.