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

RWA Wealth Partners’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 		$354K Buy
+3,748
New +$355K ﹤0.01% 535
2026
Q1 		– Sell
-2,128
Closed -$205K – 629
2025
Q4 		$205K Sell
2,128
-219
-9% -$21.2K ﹤0.01% 596
2025
Q3 		$226K Sell
2,347
-6,982
-75% -$668K ﹤0.01% 578
2025
Q2 		$893K Sell
9,329
-99,461
-91% -$9.4M 0.01% 346
2025
Q1 		$10.4M Buy
+108,790
New +$10.2M 0.13% 100
2024
Q4 		– Sell
-2,057
Closed -$202K – 578
2024
Q3 		$202K Sell
2,057
-116,960
-98% -$11.3M ﹤0.01% 547
2024
Q2 		$11.1M Buy
+119,017
New +$11.1M 0.15% 90
2023
Q2 		– Sell
-21,307
Closed -$2.11M – 342
2023
Q1 		$2.11M Buy
+21,307
New +$2.08M 0.05% 99
2022
Q4 		– Sell
-2,832
Closed -$272K – 263
2022
Q3 		$272K Buy
2,832
+162
+6% +$16.4K 0.02% 207
2022
Q2 		$273K Sell
2,670
-409
-13% -$42K 0.02% 206
2022
Q1 		$331K Buy
3,079
+727
+31% +$80.7K 0.02% 197
2021
Q4 		$270K Hold
2,352
– – 0.02% 221
2021
Q3 		$271K Hold
2,352
– – 0.02% 214
2021
Q2 		$272K Hold
2,352
– – 0.02% 212
2021
Q1 		$266K Hold
2,352
– – 0.02% 211
2020
Q4 		$282K Sell
2,352
-219
-9% -$26.3K 0.03% 196
2020
Q3 		$313K Buy
2,571
+135
+6% +$16.5K 0.03% 172
2020
Q2 		$297K Sell
2,436
-545
-18% -$66.2K 0.04% 173
2020
Q1 		$362K Buy
2,981
+627
+27% +$72.2K 0.05% 150
2019
Q4 		$259K Hold
2,354
– – 0.03% 210
2019
Q3 		$265K Sell
2,354
-11,324
-83% -$1.26M 0.03% 204
2019
Q2 		$1.5M Sell
13,678
-5,159
-27% -$553K 0.16% 96
2019
Q1 		$2.01M Sell
18,837
-31,251
-62% -$3.27M 0.23% 89
2018
Q4 		$5.22M Buy
50,088
+13,300
+36% +$1.35M 0.69% 38
2018
Q3 		$3.72M Buy
+36,788
New +$3.75M 0.42% 55

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

RWA Wealth Partners's IEF Position: Q2 2026 in Review

RWA Wealth Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 3,748 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: RWA Wealth Partners previously reported a position in IEF as recently as Q4 2025.

RWA Wealth Partners first reported a position in IEF in Q3 2018 and has held it in 25 quarters since. The position peaked at $11.1M in Q2 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • RWA Wealth Partners held 3,748 shares of iShares 7-10 Year Treasury Bond ETF worth $354K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new RWA Wealth Partners position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #535 holding.
  • RWA Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2018 and has held it in 25 quarters since.
  • RWA Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $11.1M in Q2 2024.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.