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

Pinnacle Wealth Management 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 Q2	$638K	Buy	6,746 +1,745	+35%	+$165K	0.3%	57
2026 Q1	$477K	Buy	5,001 +220	+5%	+$21.2K	0.23%	73
2025 Q4	$460K	Buy	4,781 +325	+7%	+$31.4K	0.23%	73
2025 Q3	$430K	Buy	4,456 +2,035	+84%	+$195K	0.22%	76
2025 Q2	$232K	Sell	2,421 -25	-1%	-$2.36K	0.13%	110
2025 Q1	$233K	Buy	+2,446	New	+$229K	0.16%	94
2024 Q4	–	Sell	-2,580	Closed	-$253K	–	119
2024 Q3	$253K	Buy	+2,580	New	+$249K	0.16%	100
2024 Q2	–	Sell	-7,656	Closed	-$725K	–	110
2024 Q1	$725K	Sell	7,656 -60,864	-89%	-$5.77M	0.54%	41
2023 Q4	$6.6M	Buy	68,520 +1,857	+3%	+$172K	5.42%	2
2023 Q3	$6.11M	Sell	66,663 -8,071	-11%	-$761K	5.56%	2
2023 Q2	$7.22M	Buy	+74,734	New	+$7.35M	6.31%	3

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Pinnacle Wealth Management Group's IEF Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 35% in Q2 2026, buying an estimated $165K and bringing the position to 6,746 shares worth $638K. The position accounts for 0.3% of the portfolio, ranked #57.

Pinnacle Wealth Management Group first reported a position in IEF in Q2 2023 and has held it in 11 quarters since. The position peaked at $7.22M in Q2 2023. 244 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Pinnacle Wealth Management Group held 6,746 shares of iShares 7-10 Year Treasury Bond ETF worth $638K as of Q2 2026.
Pinnacle Wealth Management Group bought 1,745 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $165K.
iShares 7-10 Year Treasury Bond ETF made up 0.3% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #57 holding.
Pinnacle Wealth Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 11 quarters since.
Pinnacle Wealth Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $7.22M in Q2 2023.
244 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.