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

Nova 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 		$116K Buy
1,231
+990
+411% +$93.7K 0.06% 166
2026
Q1 		$23K Buy
+241
New +$23.2K 0.02% 285

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

Nova Wealth Management's IEF Position: Q2 2026 in Review

Nova Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 411% in Q2 2026, buying an estimated $93.7K and bringing the position to 1,231 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #166.

Nova Wealth Management first reported a position in IEF in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Nova Wealth Management held 1,231 shares of iShares 7-10 Year Treasury Bond ETF worth $116K as of Q2 2026.
  • Nova Wealth Management bought 990 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $93.7K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.06% of Nova Wealth Management's portfolio in Q2 2026, its #166 holding.
  • Nova Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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