Wallace Advisory Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wallace Advisory 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 Q1	$1.43M	Buy	14,993 +517	+4%	+$49.7K	1.53%	11
2025 Q4	$1.39M	Sell	14,476 -2,101	-13%	-$203K	1.46%	16
2025 Q3	$1.59M	Sell	16,577 -1,539	-8%	-$147K	1.28%	16
2025 Q2	$1.73M	Sell	18,116 -822	-4%	-$77.7K	1.25%	15
2025 Q1	$1.75M	Buy	18,938 +451	+2%	+$42.2K	1.21%	12
2024 Q4	$1.81M	Sell	18,487 -1,454	-7%	-$137K	1.25%	15
2024 Q3	$1.87M	Sell	19,941 -247	-1%	-$23.9K	1.37%	14
2024 Q2	$1.89M	Sell	20,188 -1,675	-8%	-$156K	1.36%	15
2024 Q1	$2.11M	Sell	21,863 -4,219	-16%	-$400K	1.58%	11
2023 Q4	$2.39M	Sell	26,082 -1,323	-5%	-$122K	1.87%	10
2023 Q3	$2.65M	Sell	27,405 -959	-3%	-$90.5K	1.9%	10
2023 Q2	$2.81M	Hold	28,364	–	–	2.14%	9
2023 Q1	$2.81M	Buy	28,364 +935	+3%	+$91.4K	2.14%	9
2022 Q4	$2.63M	Buy	+27,429	New	+$2.63M	2.07%	7

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

Wallace Advisory Group's IEF Position: Q1 2026 in Review

Wallace Advisory Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.6% in Q1 2026, buying an estimated $49.7K and bringing the position to 14,993 shares worth $1.43M. The position accounts for 1.53% of the portfolio, ranked #11.

Wallace Advisory Group first reported a position in IEF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.81M in Q2 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Wallace Advisory Group held 14,993 shares of iShares 7-10 Year Treasury Bond ETF worth $1.43M as of Q1 2026.
Wallace Advisory Group bought 517 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $49.7K.
iShares 7-10 Year Treasury Bond ETF made up 1.53% of Wallace Advisory Group's portfolio in Q1 2026, its #11 holding.
Wallace Advisory Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.81M in Q2 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.