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

Simplicity 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	$3.97M	Buy	42,006 +14,941	+55%	+$1.41M	0.13%	165
2026 Q1	$2.58M	Buy	27,065 +3,119	+13%	+$300K	0.15%	148
2025 Q4	$2.3M	Buy	23,946 +1,097	+5%	+$106K	0.14%	162
2025 Q3	$2.2M	Sell	22,849 -26,804	-54%	-$2.56M	0.13%	175
2025 Q2	$4.76M	Buy	49,653 +19,318	+64%	+$1.83M	0.2%	117
2025 Q1	$2.89M	Buy	30,335 +17,978	+145%	+$1.68M	0.22%	109
2024 Q4	$1.14M	Sell	12,357 -14,503	-54%	-$1.37M	0.24%	77
2024 Q3	$2.64M	Buy	26,860 +945	+4%	+$91.4K	0.24%	90
2024 Q2	$2.43M	Buy	25,915 +1,151	+5%	+$107K	0.05%	323
2024 Q1	$2.34M	Buy	24,764 +13,339	+117%	+$1.26M	0.06%	323
2023 Q4	$1.1M	Buy	11,425 +6,787	+146%	+$628K	0.43%	42
2023 Q3	$425K	Buy	+4,638	New	+$437K	0.25%	49

Other funds holding IEF

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

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

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

BTI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Simplicity Wealth's IEF Position: Q2 2026 in Review

Simplicity Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 55% in Q2 2026, buying an estimated $1.41M and bringing the position to 42,006 shares worth $3.97M. The position accounts for 0.13% of the portfolio, ranked #165.

Simplicity Wealth first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.76M in Q2 2025. 808 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Simplicity Wealth held 42,006 shares of iShares 7-10 Year Treasury Bond ETF worth $3.97M as of Q2 2026.
Simplicity Wealth bought 14,941 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.41M.
iShares 7-10 Year Treasury Bond ETF made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #165 holding.
Simplicity Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Simplicity Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $4.76M in Q2 2025.
808 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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