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

Noble Wealth Management PBC’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	$160K	Sell	1,693 -289	-15%	-$27.3K	0.07%	175
2026 Q1	$189K	Sell	1,982 -632	-24%	-$60.8K	0.1%	150
2025 Q4	$251K	Sell	2,614 -384	-13%	-$37.2K	0.13%	129
2025 Q3	$289K	Buy	+2,998	New	+$287K	0.15%	118
2025 Q1	$355K	Sell	3,720 -428	-10%	-$40K	0.24%	101
2024 Q4	$383K	Buy	+4,148	New	+$392K	0.27%	91

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Noble Wealth Management PBC's IEF Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 15% in Q2 2026, selling an estimated $27.3K and leaving 1,693 shares worth $160K. The position accounts for 0.07% of the portfolio, ranked #175.

Noble Wealth Management PBC first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $383K in Q4 2024. 532 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Noble Wealth Management PBC held 1,693 shares of iShares 7-10 Year Treasury Bond ETF worth $160K as of Q2 2026.
Noble Wealth Management PBC sold 289 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $27.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.07% of Noble Wealth Management PBC's portfolio in Q2 2026, its #175 holding.
Noble Wealth Management PBC first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Noble Wealth Management PBC's iShares 7-10 Year Treasury Bond ETF position peaked at $383K in Q4 2024.
532 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.