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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
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
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 $9.54B AUM 19.86% 1-Year Est. Return

Obermeyer Wealth Partners's IEF Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.96% in Q1 2026, selling an estimated $7.12K and leaving 7,645 shares worth $730K. The position accounts for 0.03% of the portfolio, ranked #138.

Obermeyer Wealth Partners first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. The position peaked at $771K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Obermeyer Wealth Partners held 7,645 shares of iShares 7-10 Year Treasury Bond ETF worth $730K as of Q1 2026.
  • Obermeyer Wealth Partners sold 74 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $7.12K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #138 holding.
  • Obermeyer Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Obermeyer Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $771K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.