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

Paragon Private 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 		$1.04M Sell
10,952
-299
-3% -$28.3K 0.27% 99
2026
Q1 		$1.07M Buy
11,251
+858
+8% +$82.5K 0.34% 85
2025
Q4 		$999K Sell
10,393
-1,363
-12% -$132K 0.31% 91
2025
Q3 		$1.13M Sell
11,756
-5,213
-31% -$498K 0.37% 78
2025
Q2 		$1.63M Sell
16,969
-1,409
-8% -$133K 0.65% 42
2025
Q1 		$1.75M Sell
18,378
-2,105
-10% -$197K 0.81% 32
2024
Q4 		$1.89M Buy
20,483
+178
+0.9% +$16.8K 0.87% 34
2024
Q3 		$1.99M Buy
20,305
+1,329
+7% +$128K 0.99% 29
2024
Q2 		$1.78M Buy
18,976
+1,006
+6% +$93.5K 1% 31
2024
Q1 		$1.7M Buy
17,970
+10,995
+158% +$1.04M 1.01% 34
2023
Q4 		$672K Buy
6,975
+1,188
+21% +$110K 0.47% 69
2023
Q3 		$530K Buy
5,787
+2,090
+57% +$197K 0.44% 72
2023
Q2 		$357K Buy
3,697
+1,141
+45% +$112K 0.28% 97
2023
Q1 		$253K Buy
+2,556
New +$250K 0.21% 109

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Paragon Private Wealth Management's IEF Position: Q2 2026 in Review

Paragon Private Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.7% in Q2 2026, selling an estimated $28.3K and leaving 10,952 shares worth $1.04M. The position accounts for 0.27% of the portfolio, ranked #99.

Paragon Private Wealth Management first reported a position in IEF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.99M in Q3 2024. 519 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Paragon Private Wealth Management held 10,952 shares of iShares 7-10 Year Treasury Bond ETF worth $1.04M as of Q2 2026.
  • Paragon Private Wealth Management sold 299 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.27% of Paragon Private Wealth Management's portfolio in Q2 2026, its #99 holding.
  • Paragon Private Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Paragon Private Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.99M in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.