Physician Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Physician Wealth Advisors’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	$10.8K	Buy	114 +1	+0.9%	+$95	﹤0.01%	856
2026 Q1	$10.8K	Buy	+113	New	+$10.9K	﹤0.01%	775
2020 Q4	–	Sell	-3,181	Closed	-$382K	–	144
2020 Q3	$382K	Buy	3,181 +321	+11%	+$39.2K	0.15%	84
2020 Q2	$350K	Buy	+2,860	New	+$348K	0.14%	87

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

Physician Wealth Advisors's IEF Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.88% in Q2 2026, buying an estimated $95 and bringing the position to 114 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Physician Wealth Advisors first reported a position in IEF in Q2 2020 and has held it in 4 quarters since. The position peaked at $382K in Q3 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Physician Wealth Advisors held 114 shares of iShares 7-10 Year Treasury Bond ETF worth $10.8K as of Q2 2026.
Physician Wealth Advisors bought 1 iShares 7-10 Year Treasury Bond ETF share in Q2 2026, an estimated $95.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #856 holding.
Physician Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 4 quarters since.
Physician Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $382K in Q3 2020.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.