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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
2024
Q4 		– Sell
-74,600
Closed -$27K – 322
2024
Q3 		$27K Buy
+74,600
New +$7.21M ﹤0.01% 293

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

Strategic Wealth Partners's IEF Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.98% in Q2 2026, buying an estimated $13.6K and bringing the position to 14,848 shares worth $1.4M. The position accounts for 0.09% of the portfolio, ranked #131.

Strategic Wealth Partners first reported a position in IEF in Q2 2019 and has held it in 26 quarters since. The position peaked at $7.03M in Q4 2021. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Strategic Wealth Partners held 14,848 shares of iShares 7-10 Year Treasury Bond ETF worth $1.4M as of Q2 2026.
  • Strategic Wealth Partners bought 144 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.09% of Strategic Wealth Partners's portfolio in Q2 2026, its #131 holding.
  • Strategic Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 26 quarters since.
  • Strategic Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $7.03M in Q4 2021.
  • 1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.