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

Modera 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 		$10M Buy
106,091
+105
+0.1% +$9.94K 0.11% 133
2026
Q1 		$10.1M Buy
105,986
+62,445
+143% +$6.01M 0.12% 123
2025
Q4 		$4.19M Sell
43,541
-392
-0.9% -$37.9K 0.05% 200
2025
Q3 		$4.24M Buy
43,933
+2
+0% +$191 0.05% 197
2025
Q2 		$4.21M Buy
+43,931
New +$4.15M 0.05% 196
2024
Q1 		– Sell
-3,453
Closed -$333K – 573
2023
Q4 		$333K Buy
3,453
+100
+3% +$9.25K 0.01% 455
2023
Q3 		$307K Sell
3,353
-110
-3% -$10.4K 0.01% 445
2023
Q2 		$335K Buy
3,463
+187
+6% +$18.4K 0.01% 452
2023
Q1 		$325K Sell
3,276
-223
-6% -$21.8K 0.01% 277
2022
Q4 		$335K Sell
3,499
-490
-12% -$47.1K 0.01% 265
2022
Q3 		$383K Sell
3,989
-1,905
-32% -$193K 0.02% 213
2022
Q2 		$603K Sell
5,894
-773
-12% -$79.3K 0.03% 180
2022
Q1 		$717K Buy
6,667
+81
+1% +$8.99K 0.03% 174
2021
Q4 		$757K Buy
+6,586
New +$757K 0.03% 206

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Modera Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.1% in Q2 2026, buying an estimated $9.94K and bringing the position to 106,091 shares worth $10M. The position accounts for 0.11% of the portfolio, ranked #133.

Modera Wealth Management first reported a position in IEF in Q4 2021 and has held it in 14 quarters since. The position peaked at $10.1M in Q1 2026. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Modera Wealth Management held 106,091 shares of iShares 7-10 Year Treasury Bond ETF worth $10M as of Q2 2026.
  • Modera Wealth Management bought 105 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.94K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of Modera Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Modera Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $10.1M in Q1 2026.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.