Valley Wealth Managers’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Valley Wealth Managers’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	$64	Hold	1	–	–	﹤0.01%	311
2025 Q4	$64	Hold	1	–	–	﹤0.01%	348
2025 Q3	$96	Hold	1	–	–	﹤0.01%	293
2025 Q2	$96	Hold	1	–	–	﹤0.01%	289
2025 Q1	$95	Hold	1	–	–	﹤0.01%	355
2024 Q4	$92	Hold	1	–	–	﹤0.01%	388
2024 Q3	$98	Sell	1 -70	-99%	-$6.77K	﹤0.01%	389
2024 Q2	$6.65K	Hold	71	–	–	﹤0.01%	298
2024 Q1	$6.72K	Buy	71 +70	+7,000%	+$6.63K	﹤0.01%	263
2023 Q4	$96	Hold	1	–	–	﹤0.01%	325
2023 Q3	$92	Buy	+1	New	+$94	﹤0.01%	355

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

Valley Wealth Managers's IEF Position: Q1 2026 in Review

Valley Wealth Managers held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 1 share worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Valley Wealth Managers first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.72K in Q1 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Valley Wealth Managers held 1 share of iShares 7-10 Year Treasury Bond ETF worth $64 as of Q1 2026.
Valley Wealth Managers left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #311 holding.
Valley Wealth Managers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Valley Wealth Managers's iShares 7-10 Year Treasury Bond ETF position peaked at $6.72K in Q1 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.