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

Mosley 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 		$24K Sell
254
-788
-76% -$74.6K 0.01% 315
2026
Q1 		$101K Buy
+1,042
New +$100K 0.05% 178

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

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

Mosley Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 76% in Q2 2026, selling an estimated $74.6K and leaving 254 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #315.

Mosley Wealth Management first reported a position in IEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $101K in Q1 2026. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Mosley Wealth Management held 254 shares of iShares 7-10 Year Treasury Bond ETF worth $24K as of Q2 2026.
  • Mosley Wealth Management sold 788 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $74.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Mosley Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $101K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.