Mosley Wealth Management
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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
Q3 		$20.3K Sell
225
-29
-11% -$2.68K 0.01% 333
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 $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Mosley Wealth Management's IEF Position: Q3 2026 in Review

Mosley Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q3 2026, selling an estimated $2.68K and leaving 225 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #333.

Mosley Wealth Management first reported a position in IEF in Q1 2026 and has held it in 3 quarters since. The position peaked at $101K in Q1 2026. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Mosley Wealth Management held 225 shares of iShares 7-10 Year Treasury Bond ETF worth $20.3K as of Q3 2026.
  • Mosley Wealth Management sold 29 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.68K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #333 holding.
  • Mosley Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $101K in Q1 2026.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.