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

Summit 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
Q2 		$7.45M Sell
78,799
-19,660
-20% -$1.86M 1.06% 29
2026
Q1 		$9.4M Buy
98,459
+5,285
+6% +$508K 1.49% 18
2025
Q4 		$8.96M Sell
93,174
-4,384
-4% -$424K 1.66% 17
2025
Q3 		$9.41M Buy
97,558
+3,126
+3% +$299K 1.7% 17
2025
Q2 		$9.04M Sell
94,432
-9,211
-9% -$871K 1.72% 17
2025
Q1 		$9.88M Buy
103,643
+3,700
+4% +$346K 2% 15
2024
Q4 		$9.24M Sell
99,943
-3,536
-3% -$334K 1.9% 14
2024
Q3 		$10.2M Sell
103,479
-1,766
-2% -$171K 1.96% 13
2024
Q2 		$9.86M Buy
105,245
+9,635
+10% +$895K 2.05% 13
2024
Q1 		$9.05M Buy
95,610
+4,973
+5% +$471K 1.93% 15
2023
Q4 		$8.74M Buy
90,637
+7,421
+9% +$686K 2.03% 14
2023
Q3 		$7.62M Buy
83,216
+10,792
+15% +$1.02M 1.95% 16
2023
Q2 		$7M Buy
72,424
+7,365
+11% +$724K 1.75% 18
2023
Q1 		$6.45M Buy
65,059
+58,645
+914% +$5.73M 1.66% 18
2022
Q4 		$614K Buy
6,414
+3,020
+89% +$290K 0.16% 93
2022
Q3 		$326K Buy
3,394
+104
+3% +$10.6K 0.09% 119
2022
Q2 		$337K Sell
3,290
-2,489
-43% -$255K 0.09% 117
2022
Q1 		$621K Sell
5,779
-466
-7% -$51.7K 0.14% 81
2021
Q4 		$718K Sell
6,245
-101
-2% -$11.6K 0.15% 72
2021
Q3 		$731K Buy
6,346
+5
+0.1% +$585 0.17% 69
2021
Q2 		$732K Sell
6,341
-111
-2% -$12.7K 0.17% 72
2021
Q1 		$729K Sell
6,452
-2,235
-26% -$260K 0.19% 69
2020
Q4 		$1.04M Sell
8,687
-16,707
-66% -$2.01M 0.28% 54
2020
Q3 		$3.09M Sell
25,394
-892
-3% -$109K 0.93% 24
2020
Q2 		$3.2M Buy
26,286
+21,786
+484% +$2.65M 1.03% 26
2020
Q1 		$547K Hold
4,500
– – 0.22% 59
2019
Q4 		$496K Buy
+4,500
New +$502K 0.17% 64

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Summit Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 20% in Q2 2026, selling an estimated $1.86M and leaving 78,799 shares worth $7.45M. The position accounts for 1.06% of the portfolio, ranked #29.

Summit Wealth Partners first reported a position in IEF in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q3 2024. 608 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Summit Wealth Partners held 78,799 shares of iShares 7-10 Year Treasury Bond ETF worth $7.45M as of Q2 2026.
  • Summit Wealth Partners sold 19,660 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.86M.
  • iShares 7-10 Year Treasury Bond ETF made up 1.06% of Summit Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Summit Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $10.2M in Q3 2024.
  • 608 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.