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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Phillips Wealth Planners's IEF Position: Q1 2026 in Review

Phillips Wealth Planners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.3% in Q1 2026, buying an estimated $15.4K and bringing the position to 2,365 shares worth $224K. The position accounts for 0.17% of the portfolio, ranked #192.

Phillips Wealth Planners first reported a position in IEF in Q4 2022 and has held it in 13 quarters since. The position peaked at $457K in Q4 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Phillips Wealth Planners held 2,365 shares of iShares 7-10 Year Treasury Bond ETF worth $224K as of Q1 2026.
Phillips Wealth Planners bought 160 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $15.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of Phillips Wealth Planners's portfolio in Q1 2026, its #192 holding.
Phillips Wealth Planners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Phillips Wealth Planners's iShares 7-10 Year Treasury Bond ETF position peaked at $457K in Q4 2023.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.