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 Q2	$574K	Buy	6,066 +1,737	+40%	+$164K	0.11%	213
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 $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

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

Silverlake Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 40% in Q2 2026, buying an estimated $164K and bringing the position to 6,066 shares worth $574K. The position accounts for 0.11% of the portfolio, ranked #213.

Silverlake Wealth Management first reported a position in IEF in Q1 2022 and has held it in 9 quarters since. The position peaked at $750K in Q3 2022. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Silverlake Wealth Management held 6,066 shares of iShares 7-10 Year Treasury Bond ETF worth $574K as of Q2 2026.
Silverlake Wealth Management bought 1,737 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $164K.
iShares 7-10 Year Treasury Bond ETF made up 0.11% of Silverlake Wealth Management's portfolio in Q2 2026, its #213 holding.
Silverlake Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
Silverlake Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $750K in Q3 2022.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.