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

Mission 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	$1.29M	Sell	13,657 -18,729	-58%	-$1.77M	0.02%	408
2026 Q1	$3.09M	Sell	32,386 -7,810	-19%	-$751K	0.06%	160
2025 Q4	$3.87M	Sell	40,196 -24,304	-38%	-$2.35M	0.08%	144
2025 Q3	$6.22M	Buy	+64,500	New	+$6.17M	0.12%	94
2024 Q4	–	Sell	-6,850	Closed	-$672K	–	690
2024 Q3	$672K	Buy	+6,850	New	+$662K	0.02%	371

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

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

Mission Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 58% in Q2 2026, selling an estimated $1.77M and leaving 13,657 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #408.

Mission Wealth Management first reported a position in IEF in Q3 2024 and has held it in 5 quarters since. The position peaked at $6.22M in Q3 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Mission Wealth Management held 13,657 shares of iShares 7-10 Year Treasury Bond ETF worth $1.29M as of Q2 2026.
Mission Wealth Management sold 18,729 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.77M.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #408 holding.
Mission Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 5 quarters since.
Mission Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $6.22M in Q3 2025.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.