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

Sagespring 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	$7.41M	Buy	78,387 +26,369	+51%	+$2.5M	0.11%	104
2026 Q1	$4.96M	Buy	52,018 +8,375	+19%	+$806K	0.09%	114
2025 Q4	$4.2M	Buy	43,643 +999	+2%	+$96.7K	0.08%	124
2025 Q3	$4.11M	Buy	42,644 +33,947	+390%	+$3.25M	0.08%	123
2025 Q2	$833K	Sell	8,697 -3,689	-30%	-$349K	0.02%	318
2025 Q1	$1.18M	Sell	12,386 -12,686	-51%	-$1.19M	0.03%	220
2024 Q4	$2.32M	Buy	+25,072	New	+$2.37M	0.06%	130

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

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

Sagespring Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 51% in Q2 2026, buying an estimated $2.5M and bringing the position to 78,387 shares worth $7.41M. The position accounts for 0.11% of the portfolio, ranked #104.

Sagespring Wealth Partners first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Sagespring Wealth Partners held 78,387 shares of iShares 7-10 Year Treasury Bond ETF worth $7.41M as of Q2 2026.
Sagespring Wealth Partners bought 26,369 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.5M.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Sagespring Wealth Partners's portfolio in Q2 2026, its #104 holding.
Sagespring Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.