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 Q2	–	Sell	-1	Closed	-$64	–	346
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 $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

Valley Wealth Managers's IEF Position: Q2 2026 in Review

Valley Wealth Managers sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 1 share — an estimated $64 sold.

Valley Wealth Managers first reported a position in IEF in Q3 2023 and held it in 11 quarters. The position peaked at $6.72K in Q1 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Valley Wealth Managers reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Valley Wealth Managers sold 1 iShares 7-10 Year Treasury Bond ETF share in Q2 2026, an estimated $64.
Valley Wealth Managers first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
Valley Wealth Managers's iShares 7-10 Year Treasury Bond ETF position peaked at $6.72K in Q1 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.