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

Prestige 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 Q1	$2.33M	Buy	24,409 +18,842	+338%	+$1.81M	0.46%	38
2025 Q4	$535K	Buy	5,567 +4,574	+461%	+$443K	0.1%	99
2025 Q3	$95.8K	Hold	993	–	–	0.02%	214
2025 Q2	$95.1K	Buy	993 +950	+2,209%	+$89.8K	0.02%	212
2025 Q1	$4.1K	Hold	43	–	–	﹤0.01%	607
2024 Q4	$3.98K	Hold	43	–	–	﹤0.01%	652
2024 Q3	$4.22K	Hold	43	–	–	﹤0.01%	636
2024 Q2	$4.03K	Sell	43 -105	-71%	-$9.76K	﹤0.01%	591
2024 Q1	$14K	Sell	148 -440	-75%	-$41.7K	﹤0.01%	396
2023 Q4	$56.7K	Sell	588 -35	-6%	-$3.24K	0.01%	233
2023 Q3	$57.1K	Hold	623	–	–	0.01%	230
2023 Q2	$60.2K	Hold	623	–	–	0.01%	252
2023 Q1	$61.8K	Sell	623 -62	-9%	-$6.06K	0.02%	228
2022 Q4	$65.6K	Sell	685 -175	-20%	-$16.8K	0.02%	234
2022 Q3	$83K	Sell	860 -34	-4%	-$3.45K	0.02%	185
2022 Q2	$91K	Sell	894 -20	-2%	-$2.05K	0.02%	185
2022 Q1	$98K	Sell	914 -30	-3%	-$3.33K	0.02%	187
2021 Q4	$109K	Sell	944 -15	-2%	-$1.72K	0.03%	190
2021 Q3	$110K	Sell	959 -15	-2%	-$1.75K	0.03%	181
2021 Q2	$112K	Sell	974 -729	-43%	-$83.4K	0.03%	175
2021 Q1	$192K	Sell	1,703 -4,248	-71%	-$495K	0.05%	125
2020 Q4	$714K	Sell	5,951 -10,629	-64%	-$1.28M	0.2%	55
2020 Q3	$2.02M	Sell	16,580 -285,353	-95%	-$34.8M	0.61%	23
2020 Q2	$36.8M	Sell	301,933 -10,112	-3%	-$1.23M	12.97%	2
2020 Q1	$37.9M	Buy	312,045 +300,878	+2,694%	+$34.6M	15.99%	1
2019 Q4	$1.23M	Sell	11,167 -2,345	-17%	-$261K	0.67%	26
2019 Q3	$1.52M	Buy	+13,512	New	+$1.51M	0.89%	20

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 $8.74B AUM 14.62% 1-Year Est. Return

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

Prestige Wealth Management Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 338% in Q1 2026, buying an estimated $1.81M and bringing the position to 24,409 shares worth $2.33M. The position accounts for 0.46% of the portfolio, ranked #38.

Prestige Wealth Management Group first reported a position in IEF in Q3 2019 and has held it in 27 quarters since. The position peaked at $37.9M in Q1 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Prestige Wealth Management Group held 24,409 shares of iShares 7-10 Year Treasury Bond ETF worth $2.33M as of Q1 2026.
Prestige Wealth Management Group bought 18,842 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.81M.
iShares 7-10 Year Treasury Bond ETF made up 0.46% of Prestige Wealth Management Group's portfolio in Q1 2026, its #38 holding.
Prestige Wealth Management Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2019 and has held it in 27 quarters since.
Prestige Wealth Management Group's iShares 7-10 Year Treasury Bond ETF position peaked at $37.9M in Q1 2020.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.