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

WBH Advisory’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	$2.34M	Buy	24,579 +12,975	+112%	+$1.25M	0.17%	105
2025 Q4	$1.12M	Buy	11,604 +233	+2%	+$22.5K	0.08%	159
2025 Q3	$1.1M	Sell	11,371 -7,109	-38%	-$680K	0.08%	163
2025 Q2	$1.77M	Buy	18,480 +7,854	+74%	+$743K	0.15%	112
2025 Q1	$1.01M	Sell	10,626 -1,720	-14%	-$161K	0.09%	149
2024 Q4	$1.14M	Buy	12,346 +3,133	+34%	+$296K	0.11%	139
2024 Q3	$904K	Sell	9,213 -318	-3%	-$30.7K	0.09%	160
2024 Q2	$893K	Buy	9,531 +1,611	+20%	+$150K	0.09%	157
2024 Q1	$750K	Buy	+7,920	New	+$751K	0.08%	178
2023 Q2	–	Sell	-13,179	Closed	-$1.31M	–	303
2023 Q1	$1.31M	Buy	+13,179	New	+$1.29M	0.16%	124
2022 Q3	$3.99M	Buy	41,599 +27,313	+191%	+$2.77M	0.58%	47
2022 Q2	$1.46M	Sell	14,286 -3,133	-18%	-$321K	0.19%	109
2022 Q1	$1.8M	Buy	17,419 +4,403	+34%	+$489K	0.22%	99
2021 Q4	$1.5M	Sell	13,016 -2,491	-16%	-$286K	0.17%	118
2021 Q3	$1.79M	Buy	+15,507	New	+$1.81M	0.24%	90

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

WBH Advisory's IEF Position: Q1 2026 in Review

WBH Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 112% in Q1 2026, buying an estimated $1.25M and bringing the position to 24,579 shares worth $2.34M. The position accounts for 0.17% of the portfolio, ranked #105.

WBH Advisory first reported a position in IEF in Q3 2021 and has held it in 15 quarters since. The position peaked at $3.99M in Q3 2022. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

WBH Advisory held 24,579 shares of iShares 7-10 Year Treasury Bond ETF worth $2.34M as of Q1 2026.
WBH Advisory bought 12,975 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.25M.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of WBH Advisory's portfolio in Q1 2026, its #105 holding.
WBH Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 15 quarters since.
WBH Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $3.99M in Q3 2022.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.