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

Quadrant Private 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	–	Sell	-8,955	Closed	-$855K	–	215
2026 Q1	$855K	Buy	8,955 +387	+5%	+$37.2K	0.13%	135
2025 Q4	$824K	Buy	8,568 +216	+3%	+$20.9K	0.14%	129
2025 Q3	$806K	Buy	8,352 +536	+7%	+$51.2K	0.15%	123
2025 Q2	$749K	Buy	7,816 +322	+4%	+$30.4K	0.16%	118
2025 Q1	$715K	Buy	7,494 +833	+13%	+$77.9K	0.18%	111
2024 Q4	$616K	Sell	6,661 -6,812	-51%	-$644K	0.15%	123
2024 Q3	$1.32M	Buy	+13,473	New	+$1.3M	0.33%	78
2023 Q2	–	Sell	-2,969	Closed	-$294K	–	249
2023 Q1	$294K	Buy	+2,969	New	+$290K	0.09%	184

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Quadrant Private Wealth Management's IEF Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 8,955 shares — an estimated $855K sold.

Quadrant Private Wealth Management first reported a position in IEF in Q1 2023 and held it in 8 quarters. The position peaked at $1.32M in Q3 2024. 534 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Quadrant Private Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 8,955 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $855K.
Quadrant Private Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
Quadrant Private Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.32M in Q3 2024.
534 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.