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

Pinnacle Wealth Planning Services’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 		$78.2K Sell
827
-21
-2% -$1.99K 0.01% 1010
2026
Q1 		$80.9K Buy
848
+38
+5% +$3.65K 0.01% 924
2025
Q4 		$77.9K Buy
+810
New +$78.4K 0.01% 926

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

Pinnacle Wealth Planning Services's IEF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.5% in Q2 2026, selling an estimated $1.99K and leaving 827 shares worth $78.2K. The position accounts for 0.01% of the portfolio, ranked #1010.

Pinnacle Wealth Planning Services first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.9K in Q1 2026. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 827 shares of iShares 7-10 Year Treasury Bond ETF worth $78.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 21 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.99K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1010 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's iShares 7-10 Year Treasury Bond ETF position peaked at $80.9K in Q1 2026.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.