U.S. Wealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

U.S. Wealth Group’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 Q3	$11.6M	Sell	129,931 -1,136	-0.9%	-$105K	6.6%	2
2026 Q2	$12.4M	Buy	131,067 +29,227	+29%	+$2.77M	7.42%	3
2026 Q1	$9.7M	Sell	101,840 -2,946	-3%	-$283K	6.57%	1
2025 Q4	$10.1M	Sell	104,786 -1,232	-1%	-$119K	6.64%	2
2025 Q3	$10.2M	Buy	106,018 +28,678	+37%	+$2.74M	6.68%	3
2025 Q2	$7.41M	Sell	77,340 -7,350	-9%	-$695K	5.77%	3
2025 Q1	$8.08M	Sell	84,690 -1,726	-2%	-$161K	6.4%	3
2024 Q4	$7.99M	Buy	+86,416	New	+$8.16M	6.04%	3

Other funds holding IEF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return

U.S. Wealth Group's IEF Position: Q3 2026 in Review

U.S. Wealth Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.87% in Q3 2026, selling an estimated $105K and leaving 129,931 shares worth $11.6M. The position accounts for 6.6% of the portfolio, ranked #2.

U.S. Wealth Group first reported a position in IEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q2 2026. 766 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

U.S. Wealth Group held 129,931 shares of iShares 7-10 Year Treasury Bond ETF worth $11.6M as of Q3 2026.
U.S. Wealth Group sold 1,136 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $105K.
iShares 7-10 Year Treasury Bond ETF made up 6.6% of U.S. Wealth Group's portfolio in Q3 2026, its #2 holding.
U.S. Wealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
U.S. Wealth Group's iShares 7-10 Year Treasury Bond ETF position peaked at $12.4M in Q2 2026.
766 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.