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

Spire 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	$10.6M	Sell	111,947 -9,182	-8%	-$869K	0.32%	73
2026 Q1	$11.6M	Buy	121,129 +13,295	+12%	+$1.28M	0.39%	57
2025 Q4	$10.4M	Buy	107,834 +4,305	+4%	+$417K	0.35%	62
2025 Q3	$9.99M	Sell	103,529 -541	-0.5%	-$51.7K	0.34%	64
2025 Q2	$9.92M	Sell	104,070 -12,044	-10%	-$1.14M	0.36%	58
2025 Q1	$11.1M	Buy	116,114 +806	+0.7%	+$75.4K	0.35%	59
2024 Q4	$10.7M	Sell	115,308 -463	-0.4%	-$43.7K	0.33%	68
2024 Q3	$11.4M	Buy	115,771 +1,083	+0.9%	+$105K	0.38%	54
2024 Q2	$10.7M	Buy	114,688 +1,082	+1%	+$101K	0.38%	49
2024 Q1	$46.7M	Buy	113,606 +8,992	+9%	+$852K	0.85%	27
2023 Q4	$9.93M	Sell	104,614 -3,025	-3%	-$280K	0.33%	62
2023 Q3	$9.86M	Buy	107,639 +1,553	+1%	+$146K	0.38%	62
2023 Q2	$10.2M	Buy	106,086 +4,499	+4%	+$442K	0.38%	59
2023 Q1	$10.1M	Buy	101,587 +21,975	+28%	+$2.15M	0.39%	55
2022 Q4	$7.63M	Sell	79,612 -43	-0.1%	-$4.13K	0.43%	53
2022 Q3	$7.65M	Sell	79,655 -10,687	-12%	-$1.08M	0.46%	49
2022 Q2	$9.24M	Buy	90,342 +83,371	+1,196%	+$8.56M	0.38%	67
2022 Q1	$749K	Sell	6,971 -186	-3%	-$20.6K	0.02%	462
2021 Q4	$823K	Buy	7,157 +27	+0.4%	+$3.1K	0.02%	530
2021 Q3	$822K	Sell	7,130 -244	-3%	-$28.5K	0.02%	458
2021 Q2	$852K	Sell	7,374 -651	-8%	-$74.5K	0.02%	468
2021 Q1	$906K	Buy	+8,025	New	+$935K	0.02%	473

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

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

Spire Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.6% in Q2 2026, selling an estimated $869K and leaving 111,947 shares worth $10.6M. The position accounts for 0.32% of the portfolio, ranked #73.

Spire Wealth Management first reported a position in IEF in Q1 2021 and has held it in 22 quarters since. The position peaked at $46.7M in Q1 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Spire Wealth Management held 111,947 shares of iShares 7-10 Year Treasury Bond ETF worth $10.6M as of Q2 2026.
Spire Wealth Management sold 9,182 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $869K.
iShares 7-10 Year Treasury Bond ETF made up 0.32% of Spire Wealth Management's portfolio in Q2 2026, its #73 holding.
Spire Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $46.7M in Q1 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.