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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
Q2 		$30.5M Buy
322,359
+130,040
+68% +$12.3M 0.36% 56
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

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

Modern Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 68% in Q2 2026, buying an estimated $12.3M and bringing the position to 322,359 shares worth $30.5M. The position accounts for 0.36% of the portfolio, ranked #56.

Modern Wealth Management first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Modern Wealth Management held 322,359 shares of iShares 7-10 Year Treasury Bond ETF worth $30.5M as of Q2 2026.
  • Modern Wealth Management bought 130,040 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.3M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.36% of Modern Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Modern Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.