WWA
IEF icon

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
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
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

WCG Wealth Advisors's IEF Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.7% in Q1 2026, buying an estimated $37.6K and bringing the position to 14,959 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #320.

WCG Wealth Advisors first reported a position in IEF in Q3 2022 and has held it in 14 quarters since. The position peaked at $27.9M in Q2 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • WCG Wealth Advisors held 14,959 shares of iShares 7-10 Year Treasury Bond ETF worth $1.43M as of Q1 2026.
  • WCG Wealth Advisors bought 391 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $37.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #320 holding.
  • WCG Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • WCG Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $27.9M in Q2 2024.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.