SPW
IEF icon

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

Surience Private 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 		$1.9M Buy
20,137
+9,462
+89% +$895K 1.67% 22
2026
Q1 		$1.02M Buy
10,675
+8,242
+339% +$793K 1.09% 28
2025
Q4 		$234K Buy
+2,433
New +$235K 0.25% 28
2022
Q2 		– Sell
-57,464
Closed -$6.18M – 18
2022
Q1 		$6.18M Buy
+57,464
New +$6.38M 5.4% 5

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 22.96% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Surience Private Wealth's IEF Position: Q2 2026 in Review

Surience Private Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 89% in Q2 2026, buying an estimated $895K and bringing the position to 20,137 shares worth $1.9M. The position accounts for 1.67% of the portfolio, ranked #22.

Surience Private Wealth first reported a position in IEF in Q1 2022 and has held it in 4 quarters since. The position peaked at $6.18M in Q1 2022. 704 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Surience Private Wealth held 20,137 shares of iShares 7-10 Year Treasury Bond ETF worth $1.9M as of Q2 2026.
  • Surience Private Wealth bought 9,462 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $895K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.67% of Surience Private Wealth's portfolio in Q2 2026, its #22 holding.
  • Surience Private Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 4 quarters since.
  • Surience Private Wealth's iShares 7-10 Year Treasury Bond ETF position peaked at $6.18M in Q1 2022.
  • 704 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.