TWPM
IEF icon

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

Total Wealth Planning & 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
Q2 		– Sell
-7,478
Closed -$714K – 234
2026
Q1 		$714K Buy
+7,478
New +$719K 0.53% 64

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

Total Wealth Planning & Management's IEF Position: Q2 2026 in Review

Total Wealth Planning & Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 7,478 shares — an estimated $714K sold.

Total Wealth Planning & Management first reported a position in IEF in Q1 2026 and held it in 1 quarter. The position peaked at $714K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Total Wealth Planning & Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 7,478 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $714K.
  • Total Wealth Planning & Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Total Wealth Planning & Management's iShares 7-10 Year Treasury Bond ETF position peaked at $714K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.