OHWP
IEF icon

Oak Harbor Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Oak Harbor Wealth Partners’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
Q1 		$1.99M Buy
20,895
+1,902
+10% +$183K 0.47% 54
2025
Q4 		$1.83M Buy
18,993
+1,482
+8% +$143K 0.44% 58
2025
Q3 		$1.69M Buy
17,511
+1,909
+12% +$183K 0.42% 56
2025
Q2 		$1.49M Sell
15,602
-53
-0.3% -$5.01K 0.4% 60
2025
Q1 		$1.49M Buy
15,655
+2,720
+21% +$254K 0.43% 57
2024
Q4 		$1.2M Sell
12,935
-687
-5% -$64.9K 0.35% 70
2024
Q3 		$1.34M Buy
13,622
+1,583
+13% +$153K 0.38% 73
2024
Q2 		$1.13M Buy
12,039
+126
+1% +$11.7K 0.35% 72
2024
Q1 		$1.13M Buy
11,913
+1,252
+12% +$119K 0.35% 70
2023
Q4 		$1.03M Sell
10,661
-82
-0.8% -$7.58K 0.35% 71
2023
Q3 		$984K Buy
10,743
+1,920
+22% +$181K 0.35% 72
2023
Q2 		$852K Buy
8,823
+82
+0.9% +$8.06K 0.29% 77
2023
Q1 		$866K Buy
8,741
+7,430
+567% +$726K 0.32% 76
2022
Q4 		$126K Buy
1,311
+748
+133% +$71.8K 0.05% 165
2022
Q3 		$54K Buy
+563
New +$57.1K 0.02% 171

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Oak Harbor Wealth Partners's IEF Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q1 2026, buying an estimated $183K and bringing the position to 20,895 shares worth $1.99M. The position accounts for 0.47% of the portfolio, ranked #54.

Oak Harbor Wealth Partners first reported a position in IEF in Q3 2022 and has held it in 15 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Oak Harbor Wealth Partners held 20,895 shares of iShares 7-10 Year Treasury Bond ETF worth $1.99M as of Q1 2026.
  • Oak Harbor Wealth Partners bought 1,902 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $183K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.47% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.