Wealth Enhancement Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wealth Enhancement Advisory Services’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	$100M	Sell	1,072,839 -146,062	-12%	-$13.8M	0.17%	108
2026 Q1	$116M	Sell	1,218,901 -465,558	-28%	-$44.8M	0.24%	77
2025 Q4	$162M	Buy	1,684,459 +40,962	+2%	+$3.96M	0.22%	83
2025 Q3	$158M	Buy	1,643,497 +23,391	+1%	+$2.24M	0.24%	77
2025 Q2	$154M	Buy	1,620,106 +13,733	+0.9%	+$1.3M	0.25%	75
2025 Q1	$153M	Buy	1,606,373 +7,420	+0.5%	+$694K	0.29%	60
2024 Q4	$148M	Buy	1,598,953 +136,058	+9%	+$12.9M	0.28%	65
2024 Q3	$144M	Buy	1,462,895 +151,093	+12%	+$14.6M	0.31%	62
2024 Q2	$123M	Buy	1,311,802 +143,586	+12%	+$13.3M	0.29%	68
2024 Q1	$111M	Buy	1,168,216 +202,039	+21%	+$19.1M	0.29%	72
2023 Q4	$93.1M	Buy	966,177 +32,935	+4%	+$3.05M	0.27%	76
2023 Q3	$85.5M	Buy	933,242 +927,624	+16,512%	+$87.5M	0.28%	80
2023 Q2	$543K	Buy	+5,618	New	+$552K	0.01%	340

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

Wealth Enhancement Advisory Services's IEF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q2 2026, selling an estimated $13.8M and leaving 1,072,839 shares worth $100M. The position accounts for 0.17% of the portfolio, ranked #108.

Wealth Enhancement Advisory Services first reported a position in IEF in Q2 2023 and has held it in 13 quarters since. The position peaked at $162M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Wealth Enhancement Advisory Services held 1,072,839 shares of iShares 7-10 Year Treasury Bond ETF worth $100M as of Q2 2026.
Wealth Enhancement Advisory Services sold 146,062 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.8M.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #108 holding.
Wealth Enhancement Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's iShares 7-10 Year Treasury Bond ETF position peaked at $162M in Q4 2025.
1,140 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.