Pinnacle Wealth Management Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$7.53M	Buy	78,933 +2,690	+4%	+$259K	0.51%	43
2025 Q4	$7.33M	Buy	76,243 +2,344	+3%	+$227K	0.5%	43
2025 Q3	$7.13M	Buy	73,899 +2,090	+3%	+$200K	0.54%	44
2025 Q2	$6.88M	Buy	71,809 +4,018	+6%	+$380K	0.57%	40
2025 Q1	$6.47M	Buy	67,791 +331	+0.5%	+$31K	0.6%	39
2024 Q4	$6.24M	Buy	67,460 +693	+1%	+$65.5K	0.58%	42
2024 Q3	$6.55M	Buy	66,767 +4,481	+7%	+$433K	0.63%	35
2024 Q2	$5.83M	Buy	62,286 +1,193	+2%	+$111K	0.6%	35
2024 Q1	$5.78M	Buy	61,093 +6,017	+11%	+$570K	0.62%	36
2023 Q4	$5.31M	Buy	55,076 +13,891	+34%	+$1.28M	0.62%	39
2023 Q3	$3.77M	Buy	41,185 +7,817	+23%	+$737K	0.49%	52
2023 Q2	$3.22M	Buy	33,368 +9,292	+39%	+$913K	0.4%	61
2023 Q1	$2.39M	Buy	24,076 +21,893	+1,003%	+$2.14M	0.32%	72
2022 Q4	$209K	Buy	+2,183	New	+$210K	0.03%	275
2022 Q3	–	Sell	-4,121	Closed	-$422K	–	284
2022 Q2	$422K	Sell	4,121 -20	-0.5%	-$2.05K	0.07%	183
2022 Q1	$445K	Sell	4,141 -13	-0.3%	-$1.44K	0.06%	195
2021 Q4	$478K	Hold	4,154	–	–	0.08%	178
2021 Q3	$479K	Buy	4,154 +2,048	+97%	+$239K	0.11%	153
2021 Q2	$243K	Buy	2,106 +195	+10%	+$22.3K	0.06%	197
2021 Q1	$216K	Buy	+1,911	New	+$223K	0.06%	178

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 $9.54B AUM 19.86% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IEF Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.5% in Q1 2026, buying an estimated $259K and bringing the position to 78,933 shares worth $7.53M. The position accounts for 0.51% of the portfolio, ranked #43.

Pinnacle Wealth Management Advisory Group first reported a position in IEF in Q1 2021 and has held it in 20 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 78,933 shares of iShares 7-10 Year Treasury Bond ETF worth $7.53M as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 2,690 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $259K.
iShares 7-10 Year Treasury Bond ETF made up 0.51% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #43 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 20 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.