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

Veridan Wealth’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	$4.46M	Buy	47,157 +4,285	+10%	+$406K	1.52%	21
2026 Q1	$4.09M	Buy	42,872 +1,568	+4%	+$151K	1.51%	18
2025 Q4	$3.97M	Buy	41,304 +1,751	+4%	+$169K	1.33%	19
2025 Q3	$3.82M	Buy	+39,553	New	+$3.78M	1.31%	19
2025 Q1	$1.89M	Buy	19,863 +398	+2%	+$37.2K	0.86%	32
2024 Q4	$1.81M	Buy	+19,465	New	+$1.84M	0.85%	33
2024 Q2	$3.77M	Buy	+39,413	New	+$3.66M	1.51%	18

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

Veridan Wealth's IEF Position: Q2 2026 in Review

Veridan Wealth increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 10% in Q2 2026, buying an estimated $406K and bringing the position to 47,157 shares worth $4.46M. The position accounts for 1.52% of the portfolio, ranked #21.

Veridan Wealth first reported a position in IEF in Q2 2024 and has held it in 7 quarters since. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Veridan Wealth held 47,157 shares of iShares 7-10 Year Treasury Bond ETF worth $4.46M as of Q2 2026.
Veridan Wealth bought 4,285 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $406K.
iShares 7-10 Year Treasury Bond ETF made up 1.52% of Veridan Wealth's portfolio in Q2 2026, its #21 holding.
Veridan Wealth first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.