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

Moulton 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	$563K	Sell	5,982 -12,390	-67%	-$1.17M	0.37%	53
2026 Q1	$1.75M	Buy	+18,372	New	+$1.77M	1.19%	25
2024 Q4	–	Sell	-11,395	Closed	-$1.1M	–	44
2024 Q3	$1.1M	Buy	+11,395	New	+$1.1M	0.92%	23
2024 Q2	–	Sell	-16,122	Closed	-$1.53M	–	31
2024 Q1	$1.53M	Sell	16,122 -41,943	-72%	-$3.97M	1.6%	12
2023 Q4	$5.55M	Buy	58,065 +50,764	+695%	+$4.69M	7.13%	4
2023 Q3	$667K	Sell	7,301 -42,733	-85%	-$4.03M	0.98%	14
2023 Q2	$4.83M	Sell	50,034 -834	-2%	-$82K	8.55%	3
2023 Q1	$5.06M	Buy	50,868 +22,477	+79%	+$2.2M	11.13%	3
2022 Q4	$2.79M	Sell	28,391 -29,816	-51%	-$2.86M	9.56%	3
2022 Q3	$5.59M	Sell	58,207 -209,261	-78%	-$21.2M	35.13%	1
2022 Q2	$28.5M	Hold	267,468	–	–	29.7%	1
2022 Q1	$28.5M	Buy	+267,468	New	+$29.7M	29.7%	1
2021 Q1	–	Sell	-14,615	Closed	-$1.73M	–	37
2020 Q4	$1.73M	Sell	14,615 -22,489	-61%	-$2.71M	1.39%	16
2020 Q3	$4.5M	Sell	37,104 -72	-0.2%	-$8.78K	4.92%	8
2020 Q2	$4.53M	Buy	37,176 +1,102	+3%	+$134K	5.71%	7
2020 Q1	$4.36M	Buy	+36,074	New	+$4.15M	7.14%	5

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

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

Moulton Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 67% in Q2 2026, selling an estimated $1.17M and leaving 5,982 shares worth $563K. The position accounts for 0.37% of the portfolio, ranked #53.

Moulton Wealth Management first reported a position in IEF in Q1 2020 and has held it in 16 quarters since. The position peaked at $28.5M in Q2 2022. 321 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Moulton Wealth Management held 5,982 shares of iShares 7-10 Year Treasury Bond ETF worth $563K as of Q2 2026.
Moulton Wealth Management sold 12,390 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.17M.
iShares 7-10 Year Treasury Bond ETF made up 0.37% of Moulton Wealth Management's portfolio in Q2 2026, its #53 holding.
Moulton Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2020 and has held it in 16 quarters since.
Moulton Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $28.5M in Q2 2022.
321 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.