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 Q2	$2.45M	Buy	25,880 +1,301	+5%	+$123K	0.16%	106
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 $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

WBH Advisory's IEF Position: Q2 2026 in Review

WBH Advisory increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.3% in Q2 2026, buying an estimated $123K and bringing the position to 25,880 shares worth $2.45M. The position accounts for 0.16% of the portfolio, ranked #106.

WBH Advisory first reported a position in IEF in Q3 2021 and has held it in 16 quarters since. The position peaked at $3.99M in Q3 2022. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

WBH Advisory held 25,880 shares of iShares 7-10 Year Treasury Bond ETF worth $2.45M as of Q2 2026.
WBH Advisory bought 1,301 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $123K.
iShares 7-10 Year Treasury Bond ETF made up 0.16% of WBH Advisory's portfolio in Q2 2026, its #106 holding.
WBH Advisory first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2021 and has held it in 16 quarters since.
WBH Advisory's iShares 7-10 Year Treasury Bond ETF position peaked at $3.99M in Q3 2022.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.