WCG Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WCG Wealth Advisors’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	$1.28M	Sell	13,568 -1,391	-9%	-$132K	0.03%	365
2026 Q1	$1.43M	Buy	14,959 +391	+3%	+$37.6K	0.04%	320
2025 Q4	$1.4M	Buy	+14,568	New	+$1.41M	0.04%	304
2025 Q3	–	Sell	-25,496	Closed	-$2.44M	–	346
2025 Q2	$2.44M	Sell	25,496 -222,742	-90%	-$21.1M	0.16%	137
2025 Q1	$23.7M	Sell	248,238 -29,228	-11%	-$2.73M	1.8%	10
2024 Q4	$25.7M	Buy	277,466 +8,031	+3%	+$759K	1.7%	11
2024 Q3	$26.4M	Sell	269,435 -28,180	-9%	-$2.72M	1.79%	8
2024 Q2	$27.9M	Buy	297,615 +49,659	+20%	+$4.61M	2.06%	9
2024 Q1	$23.5M	Sell	247,956 -5,018	-2%	-$476K	1.96%	10
2023 Q4	$24.4M	Sell	252,974 -21,442	-8%	-$1.98M	1.79%	10
2023 Q3	$25.9M	Buy	274,416 +10,768	+4%	+$1.02M	1.9%	9
2023 Q2	$25.5M	Buy	263,648 +17,018	+7%	+$1.67M	2.97%	7
2023 Q1	$24.4M	Sell	246,630 -4,610	-2%	-$451K	3.13%	7
2022 Q4	$24.1M	Buy	251,240 +22,734	+10%	+$2.18M	3.3%	6
2022 Q3	$23.6M	Buy	+228,506	New	+$23.2M	3.13%	4

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

WCG Wealth Advisors's IEF Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9.3% in Q2 2026, selling an estimated $132K and leaving 13,568 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #365.

WCG Wealth Advisors first reported a position in IEF in Q3 2022 and has held it in 15 quarters since. The position peaked at $27.9M in Q2 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

WCG Wealth Advisors held 13,568 shares of iShares 7-10 Year Treasury Bond ETF worth $1.28M as of Q2 2026.
WCG Wealth Advisors sold 1,391 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $132K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #365 holding.
WCG Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
WCG Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $27.9M in Q2 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.