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

Modern 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 Q1	$18.3M	Buy	192,319 +23,982	+14%	+$2.31M	0.31%	84
2025 Q4	$16.2M	Buy	168,337 +7,785	+5%	+$753K	0.3%	83
2025 Q3	$15.5M	Sell	160,552 -7,213	-4%	-$690K	0.31%	85
2025 Q2	$16.1M	Buy	167,765 +88,883	+113%	+$8.4M	0.4%	65
2025 Q1	$7.52M	Buy	78,882 +11,711	+17%	+$1.1M	0.24%	90
2024 Q4	$6.21M	Buy	67,171 +17,115	+34%	+$1.62M	0.23%	89
2024 Q3	$4.91M	Buy	50,056 +7,447	+17%	+$720K	0.3%	62
2024 Q2	$3.99M	Sell	42,609 -2,497	-6%	-$232K	0.29%	51
2024 Q1	$4.27M	Buy	45,106 +3,425	+8%	+$325K	0.4%	40
2023 Q4	$4.02M	Buy	+41,681	New	+$3.85M	0.51%	30

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

Modern Wealth Management's IEF Position: Q1 2026 in Review

Modern Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 14% in Q1 2026, buying an estimated $2.31M and bringing the position to 192,319 shares worth $18.3M. The position accounts for 0.31% of the portfolio, ranked #84.

Modern Wealth Management first reported a position in IEF in Q4 2023 and has held it in 10 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Modern Wealth Management held 192,319 shares of iShares 7-10 Year Treasury Bond ETF worth $18.3M as of Q1 2026.
Modern Wealth Management bought 23,982 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.31M.
iShares 7-10 Year Treasury Bond ETF made up 0.31% of Modern Wealth Management's portfolio in Q1 2026, its #84 holding.
Modern Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.