SW
IEF icon

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

SkyOak 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 		$23.4M Buy
247,664
+85,910
+53% +$8.13M 3.83% 5
2026
Q1 		$15.4M Buy
161,754
+22,017
+16% +$2.12M 2.83% 7
2025
Q4 		$13.4M Buy
139,737
+14,194
+11% +$1.37M 2.42% 9
2025
Q3 		$12.1M Buy
125,543
+15,951
+15% +$1.53M 2.29% 9
2025
Q2 		$10.5M Buy
109,592
+4,902
+5% +$464K 2.11% 10
2025
Q1 		$9.98M Buy
104,690
+13,417
+15% +$1.26M 2.19% 10
2024
Q4 		$8.44M Buy
91,273
+6,905
+8% +$652K 1.81% 14
2024
Q3 		$8.28M Buy
84,368
+6,722
+9% +$650K 1.83% 13
2024
Q2 		$7.27M Buy
77,646
+2,388
+3% +$222K 1.7% 13
2024
Q1 		$7.12M Buy
75,258
+11,065
+17% +$1.05M 1.7% 13
2023
Q4 		$6.19M Buy
64,193
+61,183
+2,033% +$5.66M 1.61% 14
2023
Q3 		$276K Hold
3,010
– – 0.08% 180
2023
Q2 		$291K Sell
3,010
-42,696
-93% -$4.2M 0.08% 172
2023
Q1 		$4.53M Buy
45,706
+7,997
+21% +$782K 1.38% 18
2022
Q4 		$3.61M Buy
37,709
+8,975
+31% +$862K 1.21% 24
2022
Q3 		$2.76M Buy
+28,734
New +$2.92M 0.99% 30
2022
Q1 		– Sell
-24,327
Closed -$2.8M – 256
2021
Q4 		$2.8M Buy
24,327
+3,799
+19% +$437K 0.71% 43
2021
Q3 		$2.37M Buy
20,528
+149
+0.7% +$17.4K 0.64% 46
2021
Q2 		$2.35M Buy
20,379
+3,556
+21% +$407K 0.63% 46
2021
Q1 		$1.92M Buy
16,823
+2,070
+14% +$241K 0.53% 53
2020
Q4 		$1.77M Buy
14,753
+2,796
+23% +$336K 0.55% 56
2020
Q3 		$1.46M Buy
11,957
+5,989
+100% +$731K 0.52% 61
2020
Q2 		$727K Buy
+5,968
New +$725K 0.27% 90

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

SkyOak Wealth's IEF Position: Q2 2026 in Review

SkyOak Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 53% in Q2 2026, buying an estimated $8.13M and bringing the position to 247,664 shares worth $23.4M. The position accounts for 3.83% of the portfolio, ranked #5.

SkyOak Wealth first reported a position in IEF in Q2 2020 and has held it in 23 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • SkyOak Wealth held 247,664 shares of iShares 7-10 Year Treasury Bond ETF worth $23.4M as of Q2 2026.
  • SkyOak Wealth bought 85,910 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.13M.
  • iShares 7-10 Year Treasury Bond ETF made up 3.83% of SkyOak Wealth's portfolio in Q2 2026, its #5 holding.
  • SkyOak Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.