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

ShoreHaven 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	$1.71M	Buy	18,052 +186	+1%	+$17.6K	0.54%	37
2026 Q1	$1.71M	Sell	17,866 -106	-0.6%	-$10.2K	0.61%	38
2025 Q4	$1.73M	Buy	17,972 +778	+5%	+$75.3K	0.62%	36
2025 Q3	$1.66M	Buy	17,194 +350	+2%	+$33.5K	0.61%	34
2025 Q2	$1.61M	Buy	16,844 +339	+2%	+$32.1K	0.66%	36
2025 Q1	$1.57M	Sell	16,505 -63	-0.4%	-$5.89K	0.75%	37
2024 Q4	$1.53M	Buy	16,568 +4,639	+39%	+$438K	0.72%	32
2024 Q3	$1.17M	Buy	+11,929	New	+$1.15M	0.56%	35
2023 Q2	–	Sell	-6,350	Closed	-$629K	–	72
2023 Q1	$629K	Buy	+6,350	New	+$621K	0.44%	43
2021 Q2	–	Sell	-178	Closed	-$20K	–	144
2021 Q1	$20K	Sell	178 -30,643	-99%	-$3.57M	0.01%	170
2020 Q4	$3.7M	Buy	+30,821	New	+$3.71M	2.07%	18

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

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

ShoreHaven Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1% in Q2 2026, buying an estimated $17.6K and bringing the position to 18,052 shares worth $1.71M. The position accounts for 0.54% of the portfolio, ranked #37.

ShoreHaven Wealth Partners first reported a position in IEF in Q4 2020 and has held it in 11 quarters since. The position peaked at $3.7M in Q4 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

ShoreHaven Wealth Partners held 18,052 shares of iShares 7-10 Year Treasury Bond ETF worth $1.71M as of Q2 2026.
ShoreHaven Wealth Partners bought 186 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $17.6K.
iShares 7-10 Year Treasury Bond ETF made up 0.54% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #37 holding.
ShoreHaven Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 11 quarters since.
ShoreHaven Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.7M in Q4 2020.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.