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

Wealth Enhancement Trust 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 		$6.04M Sell
63,818
-12,740
-17% -$1.21M 0.67% 37
2026
Q1 		$7.31M Buy
76,558
+348
+0.5% +$33.5K 0.88% 27
2025
Q4 		$7.33M Buy
+76,210
New +$7.37M 0.93% 27

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 17% in Q2 2026, selling an estimated $1.21M and leaving 63,818 shares worth $6.04M. The position accounts for 0.67% of the portfolio, ranked #37.

Wealth Enhancement Trust Services first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.33M in Q4 2025. 915 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Wealth Enhancement Trust Services held 63,818 shares of iShares 7-10 Year Treasury Bond ETF worth $6.04M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 12,740 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.21M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.67% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #37 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares 7-10 Year Treasury Bond ETF position peaked at $7.33M in Q4 2025.
  • 915 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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