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

Wealth Alliance’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	$3.83M	Buy	40,157 +1,499	+4%	+$144K	0.38%	56
2025 Q4	$3.72M	Buy	38,658 +237	+0.6%	+$22.9K	0.36%	47
2025 Q3	$3.71M	Buy	+38,421	New	+$3.67M	0.38%	49
2025 Q2	–	Sell	-37,278	Closed	-$3.56M	–	555
2025 Q1	$3.56M	Buy	37,278 +8,954	+32%	+$838K	0.43%	45
2024 Q4	$2.62M	Sell	28,324 -10,745	-28%	-$1.02M	0.31%	62
2024 Q3	$3.83M	Buy	39,069 +36,568	+1,462%	+$3.54M	0.46%	34
2024 Q2	$234K	Sell	2,501 -35,243	-93%	-$3.27M	0.03%	448
2024 Q1	$3.57M	Buy	+37,744	New	+$3.58M	0.47%	33
2023 Q3	–	Sell	-5,891	Closed	-$569K	–	512
2023 Q2	$569K	Buy	+5,891	New	+$579K	0.09%	230
2022 Q1	–	Sell	-36,387	Closed	-$4.18M	–	459
2021 Q4	$4.18M	Sell	36,387 -2,742	-7%	-$315K	0.84%	17
2021 Q3	$4.51M	Buy	39,129 +36,199	+1,235%	+$4.23M	1.01%	18
2021 Q2	$338K	Buy	2,930 +7	+0.2%	+$801	0.08%	292
2021 Q1	$330K	Buy	+2,923	New	+$341K	0.09%	266
2020 Q4	–	Sell	-31,362	Closed	-$3.82M	–	381
2020 Q3	$3.82M	Buy	31,362 +1,810	+6%	+$221K	1.37%	9
2020 Q2	$3.6M	Sell	29,552 -8,091	-21%	-$983K	1.42%	11
2020 Q1	$4.57M	Sell	37,643 -2,330	-6%	-$268K	2.47%	4
2019 Q4	$4.41M	Buy	+39,973	New	+$4.46M	3.13%	7

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

Wealth Alliance's IEF Position: Q1 2026 in Review

Wealth Alliance increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.9% in Q1 2026, buying an estimated $144K and bringing the position to 40,157 shares worth $3.83M. The position accounts for 0.38% of the portfolio, ranked #56.

Wealth Alliance first reported a position in IEF in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.57M in Q1 2020. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Wealth Alliance held 40,157 shares of iShares 7-10 Year Treasury Bond ETF worth $3.83M as of Q1 2026.
Wealth Alliance bought 1,499 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $144K.
iShares 7-10 Year Treasury Bond ETF made up 0.38% of Wealth Alliance's portfolio in Q1 2026, its #56 holding.
Wealth Alliance first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and has held it in 17 quarters since.
Wealth Alliance's iShares 7-10 Year Treasury Bond ETF position peaked at $4.57M in Q1 2020.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.