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WealthCollab’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WealthCollab’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 		$9.93K Buy
+105
New +$9.94K ﹤0.01% 574
2026
Q1 		– Sell
-105
Closed -$10.1K – 1013
2025
Q4 		$10.1K Buy
+105
New +$10.2K ﹤0.01% 564

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

WealthCollab's IEF Position: Q2 2026 in Review

WealthCollab opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 105 shares worth $9.93K. The stake represents ﹤0.01% of the portfolio and ranks #574 among its holdings. This is a return to the name: WealthCollab previously reported a position in IEF as recently as Q4 2025.

WealthCollab first reported a position in IEF in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.1K in Q4 2025. 1,142 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • WealthCollab held 105 shares of iShares 7-10 Year Treasury Bond ETF worth $9.93K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new WealthCollab position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of WealthCollab's portfolio in Q2 2026, its #574 holding.
  • WealthCollab first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • WealthCollab's iShares 7-10 Year Treasury Bond ETF position peaked at $10.1K in Q4 2025.
  • 1,142 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.