Prevail Innovative Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-6,349	Closed	-$606K	–	217
2026 Q1	$606K	Buy	6,349 +1,124	+22%	+$108K	0.1%	135
2025 Q4	$502K	Buy	+5,225	New	+$506K	0.09%	157
2025 Q2	–	Sell	-2,532	Closed	-$241K	–	205
2025 Q1	$241K	Sell	2,532 -15	-0.6%	-$1.4K	0.06%	162
2024 Q4	$235K	Buy	+2,547	New	+$241K	0.07%	147

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

Prevail Innovative Wealth Advisors's IEF Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 6,349 shares — an estimated $606K sold.

Prevail Innovative Wealth Advisors first reported a position in IEF in Q4 2024 and held it in 4 quarters. The position peaked at $606K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Prevail Innovative Wealth Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 6,349 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $606K.
Prevail Innovative Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $606K in Q1 2026.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.