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

Stratos 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 		$12.1M Buy
126,901
+30,133
+31% +$2.9M 0.14% 154
2025
Q4 		$9.31M Buy
96,768
+87,151
+906% +$8.43M 0.11% 204
2025
Q3 		$928K Sell
9,617
-4,832
-33% -$462K 0.01% 773
2025
Q2 		$1.38M Sell
14,449
-2,978
-17% -$282K 0.02% 600
2025
Q1 		$1.66M Buy
17,427
+1,417
+9% +$133K 0.03% 494
2024
Q4 		$1.48M Buy
16,010
+542
+4% +$51.2K 0.02% 555
2024
Q3 		$1.52M Sell
15,468
-2,478
-14% -$240K 0.02% 532
2024
Q2 		$1.68M Buy
17,946
+2,035
+13% +$189K 0.03% 486
2024
Q1 		$1.51M Buy
15,911
+7,132
+81% +$676K 0.03% 520
2023
Q4 		$846K Buy
8,779
+1,941
+28% +$180K 0.02% 688
2023
Q3 		$626K Buy
6,838
+1,450
+27% +$137K 0.01% 737
2023
Q2 		$520K Sell
5,388
-7,401
-58% -$728K 0.01% 749
2023
Q1 		$1.27M Buy
12,789
+5,090
+66% +$498K 0.03% 417
2022
Q4 		$737K Sell
7,699
-2,181
-22% -$209K 0.02% 599
2022
Q3 		$948K Buy
9,880
+4,980
+102% +$505K 0.03% 496
2022
Q2 		$501K Sell
4,900
-7,471
-60% -$767K 0.01% 733
2022
Q1 		$1.33M Buy
12,371
+7,286
+143% +$809K 0.03% 478
2021
Q4 		$585K Buy
5,085
+908
+22% +$104K 0.01% 754
2021
Q3 		$481K Buy
4,177
+130
+3% +$15.2K 0.01% 763
2021
Q2 		$467K Sell
4,047
-321
-7% -$36.7K 0.01% 790
2021
Q1 		$493K Sell
4,368
-106
-2% -$12.3K 0.01% 722
2020
Q4 		$537K Buy
4,474
+1,931
+76% +$232K 0.02% 656
2020
Q3 		$310K Sell
2,543
-2,040
-45% -$249K 0.01% 772
2020
Q2 		$559K Sell
4,583
-2,780
-38% -$338K 0.02% 560
2020
Q1 		$894K Sell
7,363
-319
-4% -$36.7K 0.04% 361
2019
Q4 		$847K Sell
7,682
-508
-6% -$56.6K 0.03% 440
2019
Q3 		$921K Sell
8,190
-373
-4% -$41.6K 0.04% 390
2019
Q2 		$942K Sell
8,563
-1,024
-11% -$110K 0.04% 385
2019
Q1 		$1.02M Buy
9,587
+31
+0.3% +$3.24K 0.05% 354
2018
Q4 		$996K Sell
9,556
-176
-2% -$17.8K 0.05% 328
2018
Q3 		$985K Buy
9,732
+149
+2% +$15.2K 0.04% 339
2018
Q2 		$982K Sell
9,583
-1,875
-16% -$191K 0.04% 368
2018
Q1 		$1.18M Sell
11,458
-847
-7% -$87.2K 0.05% 332
2017
Q4 		$1.3M Sell
12,305
-3,621
-23% -$384K 0.06% 295
2017
Q3 		$1.7M Sell
15,926
-3,094
-16% -$332K 0.08% 244
2017
Q2 		$2.03M Buy
19,020
+2,850
+18% +$304K 0.1% 192
2017
Q1 		$1.71M Buy
16,170
+3,779
+30% +$397K 0.1% 199
2016
Q4 		$1.3M Sell
12,391
-3,592
-22% -$386K 0.08% 227
2016
Q3 		$1.79M Sell
15,983
-1,001
-6% -$112K 0.12% 159
2016
Q2 		$1.92M Sell
16,984
-9,554
-36% -$1.06M 0.14% 141
2016
Q1 		$2.93M Sell
26,538
-1,101
-4% -$120K 0.25% 78
2015
Q4 		$2.92M Sell
27,639
-31,833
-54% -$3.39M 0.24% 77
2015
Q3 		$6.42M Buy
59,472
+24,834
+72% +$2.64M 0.81% 19
2015
Q2 		$3.64M Sell
34,638
-60,497
-64% -$6.44M 0.47% 43
2015
Q1 		$10.3M Buy
95,135
+79,214
+498% +$8.55M 1.23% 11
2014
Q4 		$1.69M Sell
15,921
-2,056
-11% -$217K 0.3% 83
2014
Q3 		$1.86M Buy
17,977
+13,367
+290% +$1.39M 0.44% 55
2014
Q2 		$478K Buy
+4,610
New +$473K 0.16% 161

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 $8.74B AUM 14.62% 1-Year Est. Return

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

Stratos Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 31% in Q1 2026, buying an estimated $2.9M and bringing the position to 126,901 shares worth $12.1M. The position accounts for 0.14% of the portfolio, ranked #154.

Stratos Wealth Partners first reported a position in IEF in Q2 2014 and has held it in 48 quarters since. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Stratos Wealth Partners held 126,901 shares of iShares 7-10 Year Treasury Bond ETF worth $12.1M as of Q1 2026.
  • Stratos Wealth Partners bought 30,133 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.9M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.14% of Stratos Wealth Partners's portfolio in Q1 2026, its #154 holding.
  • Stratos Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2014 and has held it in 48 quarters since.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.