Premier Path Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Premier Path Wealth Partners’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	$11.7M	Buy	123,390 +8,834	+8%	+$836K	1.34%	11
2026 Q1	$10.9M	Buy	114,556 +19,950	+21%	+$1.92M	1.42%	9
2025 Q4	$9.1M	Buy	94,606 +5,704	+6%	+$552K	1.17%	20
2025 Q3	$8.58M	Buy	88,902 +373	+0.4%	+$35.7K	1.1%	21
2025 Q2	$8.48M	Sell	88,529 -261	-0.3%	-$24.7K	1.18%	19
2025 Q1	$8.47M	Buy	88,790 +7,707	+10%	+$721K	1.32%	15
2024 Q4	$7.5M	Buy	81,083 +3,514	+5%	+$332K	1.14%	18
2024 Q3	$7.61M	Buy	77,569 +4,114	+6%	+$398K	1.2%	17
2024 Q2	$6.88M	Buy	73,455 +6,228	+9%	+$579K	1.17%	17
2024 Q1	$6.3M	Buy	67,227 +62,403	+1,294%	+$5.91M	1.19%	18
2023 Q4	$636K	Buy	+4,824	New	+$446K	0.14%	161

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

Premier Path Wealth Partners's IEF Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.7% in Q2 2026, buying an estimated $836K and bringing the position to 123,390 shares worth $11.7M. The position accounts for 1.34% of the portfolio, ranked #11.

Premier Path Wealth Partners first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Premier Path Wealth Partners held 123,390 shares of iShares 7-10 Year Treasury Bond ETF worth $11.7M as of Q2 2026.
Premier Path Wealth Partners bought 8,834 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $836K.
iShares 7-10 Year Treasury Bond ETF made up 1.34% of Premier Path Wealth Partners's portfolio in Q2 2026, its #11 holding.
Premier Path Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.