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 Q2	$12.4M	Buy	131,067 +29,227	+29%	+$2.77M	7.42%	3
2026 Q1	$9.72M	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 $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

U.S. Wealth Group's IEF Position: Q2 2026 in Review

U.S. Wealth Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 29% in Q2 2026, buying an estimated $2.77M and bringing the position to 131,067 shares worth $12.4M. The position accounts for 7.42% of the portfolio, ranked #3.

U.S. Wealth Group first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

U.S. Wealth Group held 131,067 shares of iShares 7-10 Year Treasury Bond ETF worth $12.4M as of Q2 2026.
U.S. Wealth Group bought 29,227 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.77M.
iShares 7-10 Year Treasury Bond ETF made up 7.42% of U.S. Wealth Group's portfolio in Q2 2026, its #3 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 7 quarters since.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.