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

Strategic Wealth Partners’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 		$1.4M Buy
14,704
+3,804
+35% +$366K 0.1% 125
2025
Q4 		$1.05M Sell
10,900
-1,069
-9% -$103K 0.07% 149
2025
Q3 		$1.15M Buy
11,969
+665
+6% +$63.6K 0.09% 146
2025
Q2 		$1.08M Buy
+11,304
New +$1.07M 0.09% 151
2024
Q4 		$1.06M Buy
11,403
+5,345
+88% +$505K 0.09% 143
2024
Q3 		$594K Buy
6,058
+12
+0.2% +$1.16K 0.06% 186
2024
Q2 		$566K Sell
6,046
-303
-5% -$28.1K 0.06% 183
2024
Q1 		$601K Buy
6,349
+601
+10% +$57K 0.07% 179
2023
Q4 		$554K Buy
5,748
+2,965
+107% +$274K 0.07% 173
2023
Q3 		$255K Sell
2,783
-573
-17% -$54K 0.03% 251
2023
Q2 		$324K Buy
3,356
+547
+19% +$53.8K 0.04% 239
2023
Q1 		$278K Sell
2,809
-503
-15% -$49.2K 0.04% 224
2022
Q4 		$317K Buy
3,312
+87
+3% +$8.35K 0.06% 206
2022
Q3 		$310K Buy
3,225
+872
+37% +$88.5K 0.07% 218
2022
Q2 		$241K Sell
2,353
-202
-8% -$20.7K 0.05% 218
2022
Q1 		$275K Sell
2,555
-58,554
-96% -$6.5M 0.05% 220
2021
Q4 		$7.03M Buy
61,109
+6,620
+12% +$761K 1.33% 11
2021
Q3 		$6.28M Sell
54,489
-504
-0.9% -$58.9K 1.84% 11
2021
Q2 		$6.35M Sell
54,993
-398
-0.7% -$45.5K 2.07% 11
2021
Q1 		$6.25M Buy
55,391
+4,463
+9% +$520K 2.5% 9
2020
Q4 		$6.11M Sell
50,928
-3,816
-7% -$459K 2.56% 10
2020
Q3 		$6.67M Buy
54,744
+50,801
+1,288% +$6.2M 3.37% 4
2020
Q2 		$481K Buy
+3,943
New +$479K 0.25% 94
2019
Q4 		– Sell
-119
Closed -$13 – 296
2019
Q3 		$13 Buy
119
+22
+23% +$2.45K ﹤0.01% 478
2019
Q2 		$10K Buy
+97
New +$10.4K ﹤0.01% 498

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

Strategic Wealth Partners's IEF Position: Q1 2026 in Review

Strategic Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 35% in Q1 2026, buying an estimated $366K and bringing the position to 14,704 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #125.

Strategic Wealth Partners first reported a position in IEF in Q2 2019 and has held it in 25 quarters since. The position peaked at $7.03M in Q4 2021. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Strategic Wealth Partners held 14,704 shares of iShares 7-10 Year Treasury Bond ETF worth $1.4M as of Q1 2026.
  • Strategic Wealth Partners bought 3,804 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $366K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of Strategic Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • Strategic Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 25 quarters since.
  • Strategic Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $7.03M in Q4 2021.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.