SWM
IEF icon

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

Stapp 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
Q1 		– Sell
-2,133
Closed -$205K – 31
2025
Q4 		$205K Hold
2,133
– – 0.26% 30
2025
Q3 		$206K Hold
2,133
– – 0.28% 30
2025
Q2 		$204K Buy
+2,133
New +$202K 0.29% 28
2022
Q4 		– Sell
-473
Closed -$45K – 61
2022
Q3 		$45K Buy
+473
New +$48K 0.13% 29

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Stapp Wealth Management's IEF Position: Q1 2026 in Review

Stapp Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 2,133 shares — an estimated $205K sold.

Stapp Wealth Management first reported a position in IEF in Q3 2022 and held it in 4 quarters. The position peaked at $206K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Stapp Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stapp Wealth Management sold 2,133 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $205K.
  • Stapp Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
  • Stapp Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $206K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Stapp Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.