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

SeaCrest 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 Q2	$1.1M	Sell	11,665 -58	-0.5%	-$5.49K	0.12%	153
2026 Q1	$1.12M	Buy	11,723 +2,777	+31%	+$267K	0.12%	170
2025 Q4	$863K	Buy	8,946 +1,270	+17%	+$123K	0.09%	215
2025 Q3	$740K	Buy	+7,676	New	+$734K	0.08%	233
2019 Q2	–	Sell	-15	Closed	-$2K	–	1120
2019 Q1	$2K	Sell	15 -137	-90%	-$14.3K	﹤0.01%	1923
2018 Q4	$16K	Buy	152 +137	+913%	+$13.9K	﹤0.01%	1325
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	2066
2018 Q2	$2K	Hold	15	–	–	﹤0.01%	2005
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	1983
2017 Q4	$2K	Buy	+15	New	+$1.59K	﹤0.01%	1999

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

SeaCrest Wealth Management's IEF Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.49% in Q2 2026, selling an estimated $5.49K and leaving 11,665 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #153.

SeaCrest Wealth Management first reported a position in IEF in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SeaCrest Wealth Management held 11,665 shares of iShares 7-10 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
SeaCrest Wealth Management sold 58 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.49K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of SeaCrest Wealth Management's portfolio in Q2 2026, its #153 holding.
SeaCrest Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 10 quarters since.
SeaCrest Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.12M 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 SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.