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

Primoris 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	$949K	Buy	+10,033	New	+$949K	0.43%	53

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

Primoris Wealth Advisors's IEF Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 10,033 shares worth $949K. The stake represents 0.43% of the portfolio and ranks #53 among its holdings.

1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Primoris Wealth Advisors held 10,033 shares of iShares 7-10 Year Treasury Bond ETF worth $949K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Primoris Wealth Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.43% of Primoris Wealth Advisors's portfolio in Q2 2026, its #53 holding.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.