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

NewEdge Wealth’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	$1.55M	Sell	16,373 -1,334	-8%	-$126K	0.02%	527
2026 Q1	$1.69M	Buy	+17,707	New	+$1.7M	0.02%	483
2023 Q4	–	Sell	-44,344	Closed	-$4.06M	–	751
2023 Q3	$4.06M	Buy	44,344 +1,474	+3%	+$139K	0.13%	147
2023 Q2	$4.14M	Buy	42,870 +4,587	+12%	+$451K	0.14%	141
2023 Q1	$3.79M	Buy	38,283 +3,845	+11%	+$376K	0.14%	137
2022 Q4	$3.3M	Buy	+34,438	New	+$3.31M	0.14%	137
2022 Q3	–	Sell	-2,017	Closed	-$206K	–	563
2022 Q2	$206K	Hold	2,017	–	–	0.01%	524
2022 Q1	$217K	Sell	2,017 -21,404	-91%	-$2.38M	0.01%	394
2021 Q4	$2.69M	Buy	+23,421	New	+$2.69M	0.11%	140

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

NewEdge Wealth's IEF Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.5% in Q2 2026, selling an estimated $126K and leaving 16,373 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #527.

NewEdge Wealth first reported a position in IEF in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.14M in Q2 2023. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

NewEdge Wealth held 16,373 shares of iShares 7-10 Year Treasury Bond ETF worth $1.55M as of Q2 2026.
NewEdge Wealth sold 1,334 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $126K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #527 holding.
NewEdge Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 9 quarters since.
NewEdge Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $4.14M in Q2 2023.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.