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

Wealth Management Resources’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	$24.6M	Sell	260,316 -32,742	-11%	-$3.1M	7.59%	5
2026 Q1	$28M	Buy	293,058 +1,010	+0.3%	+$97.2K	9.74%	3
2025 Q4	$28.1M	Sell	292,048 -6,048	-2%	-$585K	9.89%	3
2025 Q3	$28.8M	Buy	298,096 +5,930	+2%	+$567K	9.3%	4
2025 Q2	$28M	Buy	292,166 +4,620	+2%	+$437K	9.55%	4
2025 Q1	$27.4M	Buy	287,546 +41	+0%	+$3.84K	9.95%	3
2024 Q4	$26.6M	Sell	287,505 -13,163	-4%	-$1.24M	9.81%	3
2024 Q3	$29.4M	Buy	300,668 +11,850	+4%	+$1.15M	11.79%	1
2024 Q2	$27M	Buy	288,818 +95,166	+49%	+$8.84M	11.62%	1
2024 Q1	$18.3M	Buy	193,652 +10,129	+6%	+$960K	7.92%	2
2023 Q4	$17.7M	Buy	183,523 +10,703	+6%	+$990K	8.32%	2
2023 Q3	$15.8M	Buy	172,820 +11,302	+7%	+$1.07M	7.65%	3
2023 Q2	$15.6M	Buy	161,518 +73,757	+84%	+$7.25M	9.07%	3
2023 Q1	$8.7M	Buy	87,761 +2,726	+3%	+$266K	5.35%	8
2022 Q4	$8.14M	Buy	+85,035	New	+$8.17M	5.28%	8

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 Management Resources's IEF Position: Q2 2026 in Review

Wealth Management Resources reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, selling an estimated $3.1M and leaving 260,316 shares worth $24.6M. The position accounts for 7.59% of the portfolio, ranked #5.

Wealth Management Resources first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.4M in Q3 2024. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Wealth Management Resources held 260,316 shares of iShares 7-10 Year Treasury Bond ETF worth $24.6M as of Q2 2026.
Wealth Management Resources sold 32,742 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.1M.
iShares 7-10 Year Treasury Bond ETF made up 7.59% of Wealth Management Resources's portfolio in Q2 2026, its #5 holding.
Wealth Management Resources first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Wealth Management Resources's iShares 7-10 Year Treasury Bond ETF position peaked at $29.4M in Q3 2024.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.