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

Waypoint Wealth Counsel’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	$1.68M	Buy	17,784 +90	+0.5%	+$8.52K	1.05%	17
2026 Q1	$1.69M	Sell	17,694 -1,159	-6%	-$111K	0.87%	15
2025 Q4	$1.81M	Sell	18,853 -69	-0.4%	-$6.68K	0.66%	24
2025 Q3	$1.83M	Buy	18,922 +82	+0.4%	+$7.84K	0.72%	27
2025 Q2	$1.8M	Buy	18,840 +90	+0.5%	+$8.51K	0.89%	22
2025 Q1	$1.79M	Buy	18,750 +50	+0.3%	+$4.68K	1.12%	21
2024 Q4	$1.73M	Buy	18,700 +2,420	+15%	+$229K	1.13%	22
2024 Q3	$1.6M	Sell	16,280 -1,260	-7%	-$122K	1.08%	22
2024 Q2	$1.64M	Sell	17,540 -685	-4%	-$63.6K	1.26%	21
2024 Q1	$1.73M	Buy	18,225 +7,210	+65%	+$683K	1.33%	18
2023 Q4	$1.06M	Buy	11,015 +8,053	+272%	+$745K	0.9%	28
2023 Q3	$271K	Buy	+2,962	New	+$279K	0.26%	64

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

Waypoint Wealth Counsel's IEF Position: Q2 2026 in Review

Waypoint Wealth Counsel increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.51% in Q2 2026, buying an estimated $8.52K and bringing the position to 17,784 shares worth $1.68M. The position accounts for 1.05% of the portfolio, ranked #17.

Waypoint Wealth Counsel first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q3 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Waypoint Wealth Counsel held 17,784 shares of iShares 7-10 Year Treasury Bond ETF worth $1.68M as of Q2 2026.
Waypoint Wealth Counsel bought 90 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.52K.
iShares 7-10 Year Treasury Bond ETF made up 1.05% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #17 holding.
Waypoint Wealth Counsel first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Waypoint Wealth Counsel's iShares 7-10 Year Treasury Bond ETF position peaked at $1.83M in Q3 2025.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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