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

Regimen Wealth’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 		$307K Hold
3,241
– – 0.08% 62
2026
Q1 		$309K Buy
3,241
+323
+11% +$31.1K 0.09% 59
2025
Q4 		$281K Buy
2,918
+71
+2% +$6.87K 0.08% 65
2025
Q3 		$275K Sell
2,847
-101
-3% -$9.66K 0.08% 67
2025
Q2 		$282K Sell
2,948
-51
-2% -$4.82K 0.09% 65
2025
Q1 		$286K Buy
2,999
+181
+6% +$16.9K 0.09% 51
2024
Q4 		$261K Buy
2,818
+76
+3% +$7.18K 0.09% 53
2024
Q3 		$269K Sell
2,742
-156
-5% -$15.1K 0.09% 53
2024
Q2 		$271K Buy
2,898
+350
+14% +$32.5K 0.09% 53
2024
Q1 		$241K Buy
2,548
+26
+1% +$2.46K 0.08% 53
2023
Q4 		$243K Buy
+2,522
New +$233K 0.09% 57

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Regimen Wealth's IEF Position: Q2 2026 in Review

Regimen Wealth held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 3,241 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #62.

Regimen Wealth first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $309K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Regimen Wealth held 3,241 shares of iShares 7-10 Year Treasury Bond ETF worth $307K as of Q2 2026.
  • Regimen Wealth left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Regimen Wealth's portfolio in Q2 2026, its #62 holding.
  • Regimen Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Regimen Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $309K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.