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

WealthShield 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	$522K	Sell	5,474 -313	-5%	-$30.1K	0.06%	240
2025 Q4	$557K	Sell	5,787 -362	-6%	-$35K	0.06%	234
2025 Q3	$593K	Buy	6,149 +46	+0.8%	+$4.4K	0.07%	221
2025 Q2	$584K	Sell	6,103 -133	-2%	-$12.6K	0.07%	218
2025 Q1	$595K	Sell	6,236 -390	-6%	-$36.5K	0.08%	207
2024 Q4	$613K	Sell	6,626 -17,543	-73%	-$1.66M	0.09%	195
2024 Q3	$2.37M	Buy	24,169 +1,318	+6%	+$127K	0.32%	91
2024 Q2	$2.14M	Buy	22,851 +6,165	+37%	+$573K	0.33%	85
2024 Q1	$1.58M	Sell	16,686 -4,105	-20%	-$389K	0.26%	114
2023 Q4	$2M	Buy	20,791 +20,556	+8,747%	+$1.9M	0.33%	88
2023 Q3	$21.5K	Sell	235 -700	-75%	-$66K	﹤0.01%	410
2023 Q2	$90.3K	Sell	935 -100,662	-99%	-$9.9M	0.01%	347
2023 Q1	$10.1M	Buy	101,597 +97,422	+2,333%	+$9.52M	1.62%	10
2022 Q4	$400K	Sell	4,175 -15,845	-79%	-$1.52M	0.08%	217
2022 Q3	$1.92M	Buy	+20,020	New	+$2.03M	0.38%	69
2022 Q1	–	Sell	-4,953	Closed	-$570K	–	353
2021 Q4	$570K	Buy	4,953 +3,097	+167%	+$356K	0.09%	181
2021 Q3	$213K	Buy	+1,856	New	+$217K	0.06%	223
2021 Q2	–	Sell	-125	Closed	-$14.3K	–	166
2021 Q1	$14K	Sell	125 -16,132	-99%	-$1.88M	﹤0.01%	738
2020 Q4	$1.95M	Buy	16,257 +3,083	+23%	+$371K	0.36%	65
2020 Q3	$1.6M	Buy	13,174 +2,142	+19%	+$261K	0.56%	49
2020 Q2	$1.34M	Buy	11,032 +1,798	+19%	+$218K	0.62%	40
2020 Q1	$1.12M	Sell	9,234 -810	-8%	-$93.2K	0.69%	33
2019 Q4	$1.11M	Sell	10,044 -400	-4%	-$44.6K	0.54%	37
2019 Q3	$1.18M	Hold	10,444	–	–	0.62%	33
2019 Q2	$1.15M	Hold	10,444	–	–	0.67%	29
2019 Q1	$1.11M	Buy	10,444 +240	+2%	+$25.1K	0.62%	34
2018 Q4	$1.06M	Hold	10,204	–	–	0.72%	29
2018 Q3	$1.03M	Hold	10,204	–	–	0.59%	32
2018 Q2	$1.05M	Sell	10,204 -496	-5%	-$50.5K	0.64%	31
2018 Q1	$1.1M	Buy	10,700 +1,489	+16%	+$153K	0.7%	27
2017 Q4	$969K	Buy	+9,211	New	+$977K	0.59%	31

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

WealthShield Partners's IEF Position: Q1 2026 in Review

WealthShield Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.4% in Q1 2026, selling an estimated $30.1K and leaving 5,474 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #240.

WealthShield Partners first reported a position in IEF in Q4 2017 and has held it in 31 quarters since. The position peaked at $10.1M in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

WealthShield Partners held 5,474 shares of iShares 7-10 Year Treasury Bond ETF worth $522K as of Q1 2026.
WealthShield Partners sold 313 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $30.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of WealthShield Partners's portfolio in Q1 2026, its #240 holding.
WealthShield Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2017 and has held it in 31 quarters since.
WealthShield Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $10.1M in Q1 2023.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.