Opal Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Opal Wealth Advisors’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	-945	Closed	-$90.2K	–	392
2026 Q1	$90.2K	Buy	+945	New	+$90.9K	0.02%	293
2025 Q3	–	Sell	-4,330	Closed	-$415K	–	355
2025 Q2	$415K	Sell	4,330 -750	-15%	-$70.9K	0.12%	94
2025 Q1	$484K	Sell	5,080 -3,812	-43%	-$357K	0.15%	81
2024 Q4	$822K	Sell	8,892 -6,049	-40%	-$572K	0.25%	56
2024 Q3	$1.47M	Buy	14,941 +12,280	+461%	+$1.19M	0.46%	32
2024 Q2	$249K	Buy	+2,661	New	+$247K	0.08%	142

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Opal Wealth Advisors's IEF Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 945 shares — an estimated $90.2K sold.

Opal Wealth Advisors first reported a position in IEF in Q2 2024 and held it in 6 quarters. The position peaked at $1.47M in Q3 2024. 544 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Opal Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 945 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $90.2K.
Opal Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and held it in 6 quarters.
Opal Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.47M in Q3 2024.
544 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.