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Phillips Wealth Planners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Phillips Wealth Planners’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 		$240K Buy
2,565
+200
+8% +$18.9K 0.18% 186
2026
Q1 		$224K Buy
2,365
+160
+7% +$15.4K 0.17% 192
2025
Q4 		$211K Buy
2,205
+93
+4% +$9K 0.17% 183
2025
Q3 		$203K Buy
+2,112
New +$202K 0.17% 198
2025
Q2 		– Sell
-4,311
Closed -$403K – 192
2025
Q1 		$403K Sell
4,311
-119
-3% -$11.1K 0.43% 78
2024
Q4 		$405K Buy
4,430
+6
+0.1% +$567 0.4% 78
2024
Q3 		$426K Buy
4,424
+23
+0.5% +$2.22K 0.41% 82
2024
Q2 		$414K Buy
4,401
+117
+3% +$10.9K 0.44% 78
2024
Q1 		$391K Sell
4,284
-526
-11% -$49.9K 0.45% 80
2023
Q4 		$457K Buy
4,810
+544
+13% +$50.3K 0.55% 58
2023
Q3 		$379K Buy
4,266
+353
+9% +$33.3K 0.51% 72
2023
Q2 		$378K Buy
3,913
+153
+4% +$15K 0.5% 77
2023
Q1 		$370K Sell
3,760
-61
-2% -$5.96K 0.49% 75
2022
Q4 		$371K Buy
+3,821
New +$367K 0.65% 56

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Phillips Wealth Planners's IEF Position: Q2 2026 in Review

Phillips Wealth Planners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.5% in Q2 2026, buying an estimated $18.9K and bringing the position to 2,565 shares worth $240K. The position accounts for 0.18% of the portfolio, ranked #186.

Phillips Wealth Planners first reported a position in IEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $457K in Q4 2023. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Phillips Wealth Planners held 2,565 shares of iShares 7-10 Year Treasury Bond ETF worth $240K as of Q2 2026.
  • Phillips Wealth Planners bought 200 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $18.9K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.18% of Phillips Wealth Planners's portfolio in Q2 2026, its #186 holding.
  • Phillips Wealth Planners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's iShares 7-10 Year Treasury Bond ETF position peaked at $457K in Q4 2023.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.