Signal Advisors Wealth’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Signal Advisors Wealth’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	$786K	Buy	8,308 +4,030	+94%	+$381K	0.04%	323
2026 Q1	$408K	Buy	+4,278	New	+$412K	0.03%	405
2025 Q3	–	Sell	-2,272	Closed	-$218K	–	496
2025 Q2	$218K	Sell	2,272 -889	-28%	-$84.1K	0.02%	437
2025 Q1	$302K	Buy	3,161 +1	+0%	+$94	0.03%	367
2024 Q4	$292K	Sell	3,160 -2,999	-49%	-$283K	0.03%	366
2024 Q3	$604K	Buy	+6,159	New	+$595K	0.09%	225
2024 Q2	–	Sell	-2,965	Closed	-$281K	–	164
2024 Q1	$281K	Sell	2,965 -263	-8%	-$24.9K	0.07%	239
2023 Q4	$311K	Buy	+3,228	New	+$299K	0.11%	165

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

Signal Advisors Wealth's IEF Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 94% in Q2 2026, buying an estimated $381K and bringing the position to 8,308 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #323.

Signal Advisors Wealth first reported a position in IEF in Q4 2023 and has held it in 8 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Signal Advisors Wealth held 8,308 shares of iShares 7-10 Year Treasury Bond ETF worth $786K as of Q2 2026.
Signal Advisors Wealth bought 4,030 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $381K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Signal Advisors Wealth's portfolio in Q2 2026, its #323 holding.
Signal Advisors Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.