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
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 $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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

U.S. Wealth Group's IEF Position: Q4 2025 in Review

U.S. Wealth Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.2% in Q4 2025, selling an estimated $119K and leaving 104,786 shares worth $10.1M. The position accounts for 6.64% of the portfolio, ranked #2.

U.S. Wealth Group first reported a position in IEF in Q4 2024 and has held it in 5 quarters since. The position peaked at $10.2M in Q3 2025. 1,090 funds tracked by Wall St. Rank hold IEF as of Q4 2025.

U.S. Wealth Group held 104,786 shares of iShares 7-10 Year Treasury Bond ETF worth $10.1M as of Q4 2025.
U.S. Wealth Group sold 1,232 iShares 7-10 Year Treasury Bond ETF shares in Q4 2025, an estimated $119K.
iShares 7-10 Year Treasury Bond ETF made up 6.64% of U.S. Wealth Group's portfolio in Q4 2025, 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 5 quarters since.
U.S. Wealth Group's iShares 7-10 Year Treasury Bond ETF position peaked at $10.2M in Q3 2025.
1,090 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q4 2025.

Based on U.S. Wealth Group's 13F filing for Q4 2025, filed 17 Mar 2026.