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

ORG 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	$874K	Sell	9,238 -17,666	-66%	-$1.67M	0.13%	86
2026 Q1	$2.57M	Buy	26,904 +6,972	+35%	+$671K	0.51%	26
2025 Q4	$1.92M	Sell	19,932 -1,678	-8%	-$162K	0.45%	37
2025 Q3	$2.08M	Buy	21,610 +233	+1%	+$22.3K	0.44%	29
2025 Q2	$2.04M	Sell	21,377 -2,514	-11%	-$238K	0.49%	24
2025 Q1	$2.28M	Sell	23,891 -11,778	-33%	-$1.1M	0.7%	21
2024 Q4	$3.3M	Buy	35,669 +32,844	+1,163%	+$3.1M	1.02%	11
2024 Q3	$277K	Buy	+2,825	New	+$273K	0.09%	100

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

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

ORG Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 66% in Q2 2026, selling an estimated $1.67M and leaving 9,238 shares worth $874K. The position accounts for 0.13% of the portfolio, ranked #86.

ORG Wealth Partners first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.3M in Q4 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

ORG Wealth Partners held 9,238 shares of iShares 7-10 Year Treasury Bond ETF worth $874K as of Q2 2026.
ORG Wealth Partners sold 17,666 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.67M.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of ORG Wealth Partners's portfolio in Q2 2026, its #86 holding.
ORG Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.3M in Q4 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.