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WealthCare Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WealthCare Investment Partners’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 		$419K Sell
4,399
-360
-8% -$34.6K 0.12% 130
2025
Q4 		$457K Sell
4,759
-4,190
-47% -$405K 0.13% 122
2025
Q3 		$864K Sell
8,949
-1,163
-12% -$111K 0.28% 78
2025
Q2 		$958K Sell
10,112
-231
-2% -$21.8K 0.34% 69
2025
Q1 		$974K Sell
10,343
-1,413
-12% -$132K 0.41% 61
2024
Q4 		$1.09M Sell
11,756
-2,811
-19% -$266K 0.47% 56
2024
Q3 		$1.4M Sell
14,567
-9,220
-39% -$891K 0.61% 43
2024
Q2 		$2.23M Sell
23,787
-3,887
-14% -$361K 1.04% 30
2024
Q1 		$2.62M Sell
27,674
-2,646
-9% -$251K 1.27% 22
2023
Q4 		$2.9M Sell
30,320
-7,304
-19% -$675K 1.58% 17
2023
Q3 		$3.41M Buy
37,624
+3,437
+10% +$324K 2.07% 12
2023
Q2 		$3.26M Buy
34,187
+22,004
+181% +$2.16M 1.96% 10
2023
Q1 		$1.21M Buy
+12,183
New +$1.19M 0.73% 40

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

WealthCare Investment Partners's IEF Position: Q1 2026 in Review

WealthCare Investment Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 7.6% in Q1 2026, selling an estimated $34.6K and leaving 4,399 shares worth $419K. The position accounts for 0.12% of the portfolio, ranked #130.

WealthCare Investment Partners first reported a position in IEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.41M in Q3 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • WealthCare Investment Partners held 4,399 shares of iShares 7-10 Year Treasury Bond ETF worth $419K as of Q1 2026.
  • WealthCare Investment Partners sold 360 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $34.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of WealthCare Investment Partners's portfolio in Q1 2026, its #130 holding.
  • WealthCare Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • WealthCare Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $3.41M in Q3 2023.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.