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

Silverlake 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	$413K	Buy	+4,329	New	+$416K	0.09%	239
2025 Q4	–	Sell	-3,050	Closed	-$294K	–	368
2025 Q3	$294K	Buy	+3,050	New	+$292K	0.07%	264
2024 Q2	–	Sell	-2,708	Closed	-$256K	–	285
2024 Q1	$256K	Buy	+2,708	New	+$257K	0.13%	193
2023 Q3	–	Sell	-2,606	Closed	-$252K	–	237
2023 Q2	$252K	Buy	+2,606	New	+$256K	0.14%	174
2023 Q1	–	Sell	-3,506	Closed	-$336K	–	220
2022 Q4	$336K	Sell	3,506 -4,304	-55%	-$413K	0.21%	126
2022 Q3	$750K	Buy	7,810 +2,769	+55%	+$281K	0.51%	54
2022 Q2	$516K	Buy	5,041 +70	+1%	+$7.18K	0.34%	73
2022 Q1	$534K	Buy	+4,971	New	+$552K	0.31%	79

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Silverlake Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 4,329 shares worth $413K. The stake represents 0.09% of the portfolio and ranks #239 among its holdings. This is a return to the name: Silverlake Wealth Management previously reported a position in IEF as recently as Q3 2025.

Silverlake Wealth Management first reported a position in IEF in Q1 2022 and has held it in 8 quarters since. The position peaked at $750K in Q3 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Silverlake Wealth Management held 4,329 shares of iShares 7-10 Year Treasury Bond ETF worth $413K as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new Silverlake Wealth Management position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.09% of Silverlake Wealth Management's portfolio in Q1 2026, its #239 holding.
Silverlake Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 8 quarters since.
Silverlake Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $750K in Q3 2022.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.