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 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 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

Pacific Wealth Management's IEF Position: Q2 2026 in Review

Pacific Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.4% in Q2 2026, buying an estimated $634K and bringing the position to 158,911 shares worth $15M. The position accounts for 6.66% of the portfolio, ranked #4.

Pacific Wealth Management first reported a position in IEF in Q4 2021 and has held it in 15 quarters since. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Pacific Wealth Management held 158,911 shares of iShares 7-10 Year Treasury Bond ETF worth $15M as of Q2 2026.
Pacific Wealth Management bought 6,702 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $634K.
iShares 7-10 Year Treasury Bond ETF made up 6.66% of Pacific Wealth Management's portfolio in Q2 2026, its #4 holding.
Pacific Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 15 quarters since.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Pacific Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.