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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
Q2 		– Sell
-142,748
Closed -$13.6M – 48
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.89T AUM 35.08% 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 $369B AUM 28.27% 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: Q2 2026 in Review

MY Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 142,748 shares — an estimated $13.6M sold.

MY Wealth Management first reported a position in IEF in Q1 2022 and held it in 11 quarters. The position peaked at $14.2M in Q3 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • MY Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MY Wealth Management sold 142,748 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.6M.
  • MY Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and held it in 11 quarters.
  • MY Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $14.2M in Q3 2024.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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