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

Nvest Wealth Strategies’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
-53
Closed -$5.06K – 393
2026
Q1 		$5.06K Buy
+53
New +$5.1K ﹤0.01% 148

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Nvest Wealth Strategies's IEF Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 53 shares — an estimated $5.06K sold.

Nvest Wealth Strategies first reported a position in IEF in Q1 2026 and held it in 1 quarter. The position peaked at $5.06K in Q1 2026. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 53 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.06K.
  • Nvest Wealth Strategies first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's iShares 7-10 Year Treasury Bond ETF position peaked at $5.06K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.