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 Q2	$3.12K	Hold	33	–	–	﹤0.01%	632
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 $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

Measured Wealth Private Client Group's IEF Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 33 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Measured Wealth Private Client Group first reported a position in IEF in Q3 2017 and has held it in 14 quarters since. The position peaked at $2.85M in Q2 2019. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Measured Wealth Private Client Group held 33 shares of iShares 7-10 Year Treasury Bond ETF worth $3.12K as of Q2 2026.
Measured Wealth Private Client Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #632 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 14 quarters since.
Measured Wealth Private Client Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.85M in Q2 2019.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.