Pacific Wealth Management
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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
Q3 		$9.11M Sell
101,981
-56,930
-36% -$5.27M 4.01% 5
2026
Q2 		$15M Buy
158,911
+6,702
+4% +$634K 6.66% 4
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 $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Pacific Wealth Management's IEF Position: Q3 2026 in Review

Pacific Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 36% in Q3 2026, selling an estimated $5.27M and leaving 101,981 shares worth $9.11M. The position accounts for 4.01% of the portfolio, ranked #5.

Pacific Wealth Management first reported a position in IEF in Q4 2021 and has held it in 16 quarters since. The position peaked at $15M in Q2 2026. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Pacific Wealth Management held 101,981 shares of iShares 7-10 Year Treasury Bond ETF worth $9.11M as of Q3 2026.
  • Pacific Wealth Management sold 56,930 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $5.27M.
  • iShares 7-10 Year Treasury Bond ETF made up 4.01% of Pacific Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Pacific Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Pacific Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $15M in Q2 2026.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Pacific Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.