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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-174,292
Closed -$16.6M 1256
2025
Q1
$16.6M Buy
+174,292
New +$16.3M 5.87% 3

Other funds holding IEF

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.