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

Mowery & Schoenfeld 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
Q1 		– Sell
-125
Closed -$12K – 420
2025
Q4 		$12K Buy
+125
New +$12.1K 0.02% 224
2024
Q4 		– Sell
-26,279
Closed -$2.58M – 503
2024
Q3 		$2.58M Buy
+26,279
New +$2.54M 4.07% 6
2024
Q1 		– Sell
-2,636
Closed -$254K – 175
2023
Q4 		$254K Buy
+2,636
New +$244K 0.51% 27

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IEF Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 125 shares — an estimated $12K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IEF in Q4 2023 and held it in 3 quarters. The position peaked at $2.58M in Q3 2024. 1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 125 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $12K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • Mowery & Schoenfeld Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.58M in Q3 2024.
  • 1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.