Wealth Alliance
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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
Q3 		– Sell
-4,289
Closed -$406K – 591
2026
Q2 		$406K Sell
4,289
-35,868
-89% -$3.39M 0.03% 368
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
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Wealth Alliance's IEF Position: Q3 2026 in Review

Wealth Alliance sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2026, closing a stake of 4,289 shares — an estimated $406K sold.

Wealth Alliance first reported a position in IEF in Q4 2019 and held it in 18 quarters. The position peaked at $4.57M in Q1 2020. 990 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Wealth Alliance reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Wealth Alliance sold 4,289 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $406K.
  • Wealth Alliance first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2019 and held it in 18 quarters.
  • Wealth Alliance's iShares 7-10 Year Treasury Bond ETF position peaked at $4.57M in Q1 2020.
  • 990 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.