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

Melfa Wealth Management’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	$632K	Sell	6,682 -53	-0.8%	-$5.02K	0.34%	66
2026 Q1	$643K	Buy	6,735 +452	+7%	+$43.5K	0.37%	65
2025 Q4	$604K	Buy	6,283 +558	+10%	+$54K	0.35%	75
2025 Q3	$552K	Buy	5,725 +1,668	+41%	+$159K	0.32%	80
2025 Q2	$389K	Buy	4,057 +1,002	+33%	+$94.7K	0.25%	100
2025 Q1	$291K	Buy	+3,055	New	+$286K	0.2%	122

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

Melfa Wealth Management's IEF Position: Q2 2026 in Review

Melfa Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.79% in Q2 2026, selling an estimated $5.02K and leaving 6,682 shares worth $632K. The position accounts for 0.34% of the portfolio, ranked #66.

Melfa Wealth Management first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $643K in Q1 2026. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Melfa Wealth Management held 6,682 shares of iShares 7-10 Year Treasury Bond ETF worth $632K as of Q2 2026.
Melfa Wealth Management sold 53 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.02K.
iShares 7-10 Year Treasury Bond ETF made up 0.34% of Melfa Wealth Management's portfolio in Q2 2026, its #66 holding.
Melfa Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Melfa Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $643K in Q1 2026.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.