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

MY 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	$13.6M	Buy	142,748 +96,991	+212%	+$9.33M	13.17%	2
2025 Q4	$4.4M	Sell	45,757 -734	-2%	-$71K	3.83%	9
2025 Q3	$4.48M	Sell	46,491 -61	-0.1%	-$5.83K	3.93%	8
2025 Q2	$4.46M	Sell	46,552 -96,196	-67%	-$9.1M	4.27%	8
2025 Q1	$13.6M	Sell	142,748 -1,323	-0.9%	-$124K	13.17%	2
2024 Q4	$13.3M	Sell	144,071 -371	-0.3%	-$35.1K	13.3%	1
2024 Q3	$14.2M	Buy	144,442 +54,013	+60%	+$5.22M	14.38%	2
2024 Q2	$8.47M	Sell	90,429 -34,324	-28%	-$3.19M	9.64%	2
2024 Q1	$11.8M	Buy	+124,753	New	+$11.8M	13.03%	2
2022 Q3	–	Sell	-52,940	Closed	-$5.42M	–	26
2022 Q2	$5.42M	Sell	52,940 -439	-0.8%	-$45K	5.85%	4
2022 Q1	$5.74M	Buy	+53,379	New	+$5.92M	5.32%	7

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

MY Wealth Management's IEF Position: Q1 2026 in Review

MY Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 212% in Q1 2026, buying an estimated $9.33M and bringing the position to 142,748 shares worth $13.6M. The position accounts for 13.17% of the portfolio, ranked #2.

MY Wealth Management first reported a position in IEF in Q1 2022 and has held it in 11 quarters since. The position peaked at $14.2M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

MY Wealth Management held 142,748 shares of iShares 7-10 Year Treasury Bond ETF worth $13.6M as of Q1 2026.
MY Wealth Management bought 96,991 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $9.33M.
iShares 7-10 Year Treasury Bond ETF made up 13.17% of MY Wealth Management's portfolio in Q1 2026, its #2 holding.
MY Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 11 quarters since.
MY Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.2M in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.