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

Pasadena Private Wealth’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	–	Sell	-2,546	Closed	-$243K	–	317
2026 Q1	$243K	Buy	2,546 +260	+11%	+$25K	0.03%	193
2025 Q4	$220K	Sell	2,286 -845	-27%	-$81.8K	0.03%	205
2025 Q3	$302K	Hold	3,131	–	–	0.04%	161
2025 Q2	$300K	Buy	3,131 +36	+1%	+$3.4K	0.05%	149
2025 Q1	$295K	Buy	+3,095	New	+$290K	0.06%	148
2024 Q3	–	Sell	-2,564	Closed	-$240K	–	154
2024 Q2	$240K	Buy	2,564 +5	+0.2%	+$465	0.06%	124
2024 Q1	$242K	Buy	2,559 +129	+5%	+$12.2K	0.06%	124
2023 Q4	$234K	Buy	+2,430	New	+$225K	0.06%	128
2022 Q2	–	Sell	-13,914	Closed	-$1.5M	–	105
2022 Q1	$1.5M	Sell	13,914 -6,945	-33%	-$771K	0.49%	20
2021 Q4	$2.4M	Buy	+20,859	New	+$2.4M	0.79%	23

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

Pasadena Private Wealth's IEF Position: Q2 2026 in Review

Pasadena Private Wealth sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 2,546 shares — an estimated $243K sold.

Pasadena Private Wealth first reported a position in IEF in Q4 2021 and held it in 10 quarters. The position peaked at $2.4M in Q4 2021. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Pasadena Private Wealth reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Pasadena Private Wealth sold 2,546 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $243K.
Pasadena Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Pasadena Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $2.4M in Q4 2021.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.