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

Purus Wealth Management’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	$2.5M	Buy	26,461 +1,237	+5%	+$117K	0.69%	34
2026 Q1	$2.41M	Buy	25,224 +2,162	+9%	+$208K	0.77%	31
2025 Q4	$2.22M	Buy	23,062 +3,169	+16%	+$307K	0.69%	34
2025 Q3	$1.92M	Buy	19,893 +954	+5%	+$91.2K	0.61%	41
2025 Q2	$1.81M	Buy	18,939 +3,818	+25%	+$361K	0.63%	41
2025 Q1	$1.44M	Buy	15,121 +748	+5%	+$70K	0.61%	44
2024 Q4	$1.33M	Buy	+14,373	New	+$1.36M	0.53%	47

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MATAURO New York $756M AUM 20.74% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Purus Wealth Management's IEF Position: Q2 2026 in Review

Purus Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.9% in Q2 2026, buying an estimated $117K and bringing the position to 26,461 shares worth $2.5M. The position accounts for 0.69% of the portfolio, ranked #34.

Purus Wealth Management first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Purus Wealth Management held 26,461 shares of iShares 7-10 Year Treasury Bond ETF worth $2.5M as of Q2 2026.
Purus Wealth Management bought 1,237 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $117K.
iShares 7-10 Year Treasury Bond ETF made up 0.69% of Purus Wealth Management's portfolio in Q2 2026, its #34 holding.
Purus Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.