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

Obermeyer 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 Q2	$702K	Sell	7,420 -225	-3%	-$21.3K	0.03%	149
2026 Q1	$730K	Sell	7,645 -74	-1%	-$7.12K	0.03%	138
2025 Q4	$742K	Sell	7,719 -275	-3%	-$26.6K	0.03%	141
2025 Q3	$771K	Buy	7,994 +2,824	+55%	+$270K	0.04%	131
2025 Q2	$495K	Buy	+5,170	New	+$489K	0.02%	164

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

Obermeyer Wealth Partners's IEF Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.9% in Q2 2026, selling an estimated $21.3K and leaving 7,420 shares worth $702K. The position accounts for 0.03% of the portfolio, ranked #149.

Obermeyer Wealth Partners first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. The position peaked at $771K in Q3 2025. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Obermeyer Wealth Partners held 7,420 shares of iShares 7-10 Year Treasury Bond ETF worth $702K as of Q2 2026.
Obermeyer Wealth Partners sold 225 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $21.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #149 holding.
Obermeyer Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Obermeyer Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $771K in Q3 2025.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.