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

TriaGen 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 Q2	$1.14M	Buy	12,098 +1	+0%	+$95	0.29%	86
2026 Q1	$1.15M	Buy	12,097 +680	+6%	+$65.4K	0.32%	74
2025 Q4	$1.1M	Buy	11,417 +82	+0.7%	+$7.93K	0.28%	79
2025 Q3	$1.09M	Buy	11,335 +1,766	+18%	+$169K	0.29%	83
2025 Q2	$916K	Buy	9,569 +419	+5%	+$39.6K	0.28%	76
2025 Q1	$873K	Buy	9,150 +1,239	+16%	+$116K	0.31%	73
2024 Q4	$731K	Buy	7,911 +84	+1%	+$7.94K	0.25%	82
2024 Q3	$768K	Buy	7,827 +89	+1%	+$8.6K	0.26%	82
2024 Q2	$725K	Buy	7,738 +1,105	+17%	+$103K	0.28%	81
2024 Q1	$628K	Buy	+6,633	New	+$629K	0.26%	83

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

TriaGen Wealth Management's IEF Position: Q2 2026 in Review

TriaGen Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.01% in Q2 2026, buying an estimated $95 and bringing the position to 12,098 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #86.

TriaGen Wealth Management first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

TriaGen Wealth Management held 12,098 shares of iShares 7-10 Year Treasury Bond ETF worth $1.14M as of Q2 2026.
TriaGen Wealth Management bought 1 iShares 7-10 Year Treasury Bond ETF share in Q2 2026, an estimated $95.
iShares 7-10 Year Treasury Bond ETF made up 0.29% of TriaGen Wealth Management's portfolio in Q2 2026, its #86 holding.
TriaGen Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
TriaGen Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.15M in Q1 2026.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.