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

SteelPeak 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	$988K	Buy	10,448 +948	+10%	+$89.7K	0.03%	310
2026 Q1	$907K	Buy	9,500 +32	+0.3%	+$3.08K	0.03%	304
2025 Q4	$910K	Buy	+9,468	New	+$916K	0.03%	290
2023 Q2	–	Sell	-2,759	Closed	-$273K	–	473
2023 Q1	$273K	Buy	+2,759	New	+$270K	0.02%	316
2021 Q2	–	Sell	-7,928	Closed	-$895K	–	448
2021 Q1	$895K	Sell	7,928 -5,593	-41%	-$652K	0.07%	173
2020 Q4	$1.62M	Sell	13,521 -2,339	-15%	-$281K	0.15%	114
2020 Q3	$1.93M	Buy	+15,860	New	+$1.93M	0.21%	92

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

SteelPeak Wealth's IEF Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $89.7K and bringing the position to 10,448 shares worth $988K. The position accounts for 0.03% of the portfolio, ranked #310.

SteelPeak Wealth first reported a position in IEF in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.93M in Q3 2020. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SteelPeak Wealth held 10,448 shares of iShares 7-10 Year Treasury Bond ETF worth $988K as of Q2 2026.
SteelPeak Wealth bought 948 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $89.7K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of SteelPeak Wealth's portfolio in Q2 2026, its #310 holding.
SteelPeak Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 7 quarters since.
SteelPeak Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $1.93M in Q3 2020.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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