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

Mosaic Family 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	$1.34M	Buy	+14,210	New	+$1.34M	0.09%	179

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

Mosaic Family Wealth Partners's IEF Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 14,210 shares worth $1.34M. The stake represents 0.09% of the portfolio and ranks #179 among its holdings.

1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Mosaic Family Wealth Partners held 14,210 shares of iShares 7-10 Year Treasury Bond ETF worth $1.34M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #179 holding.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.