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

Quaker 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	$18M	Buy	190,443 +2,278	+1%	+$216K	5.24%	4
2026 Q1	$18M	Buy	188,165 +6,460	+4%	+$621K	5.61%	4
2025 Q4	$17.5M	Buy	181,705 +2,997	+2%	+$290K	5.54%	4
2025 Q3	$17.2M	Buy	178,708 +8,137	+5%	+$778K	5.61%	4
2025 Q2	$16.3M	Buy	+170,571	New	+$16.1M	5.47%	4
2024 Q3	$1.06M	Buy	+10,851	New	+$1.05M	0.39%	27
2024 Q1	$6.82M	Buy	+72,023	New	+$6.83M	2.76%	13
2023 Q4	–	Sell	-123,899	Closed	-$11.3M	–	56
2023 Q3	$11.3M	Sell	123,899 -6,300	-5%	-$594K	5.53%	7
2023 Q2	$12.6M	Buy	+130,199	New	+$12.8M	5.68%	7

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

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

Quaker Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.2% in Q2 2026, buying an estimated $216K and bringing the position to 190,443 shares worth $18M. The position accounts for 5.24% of the portfolio, ranked #4.

Quaker Wealth Management first reported a position in IEF in Q2 2023 and has held it in 9 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Quaker Wealth Management held 190,443 shares of iShares 7-10 Year Treasury Bond ETF worth $18M as of Q2 2026.
Quaker Wealth Management bought 2,278 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $216K.
iShares 7-10 Year Treasury Bond ETF made up 5.24% of Quaker Wealth Management's portfolio in Q2 2026, its #4 holding.
Quaker Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 9 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.