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 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 $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Quaker Wealth Management's IEF Position: Q1 2026 in Review

Quaker Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.6% in Q1 2026, buying an estimated $621K and bringing the position to 188,165 shares worth $18M. The position accounts for 5.61% of the portfolio, ranked #4.

Quaker Wealth Management first reported a position in IEF in Q2 2023 and has held it in 8 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Quaker Wealth Management held 188,165 shares of iShares 7-10 Year Treasury Bond ETF worth $18M as of Q1 2026.
Quaker Wealth Management bought 6,460 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $621K.
iShares 7-10 Year Treasury Bond ETF made up 5.61% of Quaker Wealth Management's portfolio in Q1 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 8 quarters since.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.