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TCFG Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TCFG Wealth Management’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 		$307K Buy
3,216
+67
+2% +$6.45K 0.11% 188
2025
Q4 		$303K Buy
+3,149
New +$305K 0.12% 195

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

TCFG Wealth Management's IEF Position: Q1 2026 in Review

TCFG Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q1 2026, buying an estimated $6.45K and bringing the position to 3,216 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #188.

TCFG Wealth Management first reported a position in IEF in Q4 2025 and has held it in 2 quarters since. 1,117 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • TCFG Wealth Management held 3,216 shares of iShares 7-10 Year Treasury Bond ETF worth $307K as of Q1 2026.
  • TCFG Wealth Management bought 67 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.45K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of TCFG Wealth Management's portfolio in Q1 2026, its #188 holding.
  • TCFG Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,117 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.