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

SHP 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 Q1	$3.91K	Buy	+41	New	+$3.94K	﹤0.01%	1124

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

SHP Wealth Management's IEF Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 41 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings.

1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

SHP Wealth Management held 41 shares of iShares 7-10 Year Treasury Bond ETF worth $3.91K as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new SHP Wealth Management position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1124 holding.
1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.