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Pacific Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pacific Wealth Management’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 		$14.5M Buy
152,209
+7,336
+5% +$706K 7.81% 3
2025
Q4 		$13.9M Buy
144,873
+9,390
+7% +$909K 6.47% 4
2025
Q3 		$13.1M Buy
135,483
+1,305
+1% +$125K 6.58% 4
2025
Q2 		$12.9M Buy
+134,178
New +$12.7M 6.34% 5
2024
Q2 		– Sell
-60,790
Closed -$5.86M – 22
2024
Q1 		$5.86M Hold
60,790
– – 3.34% 8
2023
Q4 		$5.86M Sell
60,790
-1,713
-3% -$158K 3.34% 8
2023
Q3 		$5.72M Buy
62,503
+860
+1% +$81.1K 3.77% 7
2023
Q2 		$5.95M Sell
61,643
-1,525
-2% -$150K 3.87% 6
2023
Q1 		$6.26M Buy
63,168
+2,924
+5% +$286K 4.02% 8
2022
Q4 		$5.77M Sell
60,244
-1,305
-2% -$125K 4.24% 8
2022
Q3 		$5.91M Sell
61,549
-870
-1% -$88.3K 5.25% 6
2022
Q2 		$6.38M Buy
62,419
+3,420
+6% +$351K 7.04% 3
2022
Q1 		$6.34M Buy
58,999
+735
+1% +$81.6K 5.65% 4
2021
Q4 		$6.7M Buy
+58,264
New +$6.7M 5.09% 5

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

Pacific Wealth Management's IEF Position: Q1 2026 in Review

Pacific Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.1% in Q1 2026, buying an estimated $706K and bringing the position to 152,209 shares worth $14.5M. The position accounts for 7.81% of the portfolio, ranked #3.

Pacific Wealth Management first reported a position in IEF in Q4 2021 and has held it in 14 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Pacific Wealth Management held 152,209 shares of iShares 7-10 Year Treasury Bond ETF worth $14.5M as of Q1 2026.
  • Pacific Wealth Management bought 7,336 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $706K.
  • iShares 7-10 Year Treasury Bond ETF made up 7.81% of Pacific Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Pacific Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Pacific Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.