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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

Waypoint Wealth Counsel's IEF Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.1% in Q1 2026, selling an estimated $111K and leaving 17,694 shares worth $1.69M. The position accounts for 0.87% of the portfolio, ranked #15.

Waypoint Wealth Counsel first reported a position in IEF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Waypoint Wealth Counsel held 17,694 shares of iShares 7-10 Year Treasury Bond ETF worth $1.69M as of Q1 2026.
  • Waypoint Wealth Counsel sold 1,159 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $111K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.87% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #15 holding.
  • Waypoint Wealth Counsel first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Waypoint Wealth Counsel's iShares 7-10 Year Treasury Bond ETF position peaked at $1.83M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.