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

Triad 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	$2.18M	Buy	22,840 +5,088	+29%	+$489K	0.17%	94
2025 Q4	$1.71M	Buy	17,752 +8,963	+102%	+$867K	0.16%	95
2025 Q3	$848K	Buy	8,789 +2,721	+45%	+$260K	0.11%	136
2025 Q2	$581K	Buy	6,068 +1,094	+22%	+$103K	0.12%	136
2025 Q1	$474K	Buy	4,974 +2,048	+70%	+$192K	0.15%	109
2024 Q4	$271K	Buy	+2,926	New	+$276K	0.1%	149
2024 Q3	–	Sell	-59	Closed	-$5.53K	–	442
2024 Q2	$5.53K	Buy	+59	New	+$5.48K	﹤0.01%	547

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Triad Wealth Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 29% in Q1 2026, buying an estimated $489K and bringing the position to 22,840 shares worth $2.18M. The position accounts for 0.17% of the portfolio, ranked #94.

Triad Wealth Partners first reported a position in IEF in Q2 2024 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Triad Wealth Partners held 22,840 shares of iShares 7-10 Year Treasury Bond ETF worth $2.18M as of Q1 2026.
Triad Wealth Partners bought 5,088 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $489K.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of Triad Wealth Partners's portfolio in Q1 2026, its #94 holding.
Triad Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.