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Moller Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Moller Wealth Partners’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 		– Sell
-2,275
Closed -$217K – 76
2026
Q1 		$217K Buy
2,275
+3
+0.1% +$289 0.04% 67
2025
Q4 		$218K Sell
2,272
-499
-18% -$48.3K 0.05% 67
2025
Q3 		$267K Buy
+2,771
New +$265K 0.06% 62

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Moller Wealth Partners's IEF Position: Q2 2026 in Review

Moller Wealth Partners sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 2,275 shares — an estimated $217K sold.

Moller Wealth Partners first reported a position in IEF in Q3 2025 and held it in 3 quarters. The position peaked at $267K in Q3 2025. 439 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Moller Wealth Partners reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Moller Wealth Partners sold 2,275 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $217K.
  • Moller Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Moller Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $267K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.