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

SIMA 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	$6.24K	Hold	66	–	–	﹤0.01%	121
2026 Q1	$6.3K	Hold	66	–	–	﹤0.01%	122
2025 Q4	$6.35K	Hold	66	–	–	﹤0.01%	121
2025 Q3	$6.37K	Hold	66	–	–	﹤0.01%	133
2025 Q2	$6.32K	Sell	66 -108	-62%	-$10.2K	0.01%	132
2025 Q1	$16.6K	Hold	174	–	–	0.01%	122
2024 Q4	$16.1K	Hold	174	–	–	0.01%	126
2024 Q3	$17.1K	Hold	174	–	–	0.01%	115
2024 Q2	$16.3K	Buy	+174	New	+$16.2K	0.02%	116

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

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

SIMA Wealth Partners held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 66 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

SIMA Wealth Partners first reported a position in IEF in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.1K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SIMA Wealth Partners held 66 shares of iShares 7-10 Year Treasury Bond ETF worth $6.24K as of Q2 2026.
SIMA Wealth Partners left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of SIMA Wealth Partners's portfolio in Q2 2026, its #121 holding.
SIMA Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $17.1K in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.