Wealthspire Advisors (New York)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wealthspire Advisors (New York)’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	$254K	Buy	+2,659	New	+$256K	﹤0.01%	780
2025 Q4	–	Sell	-910	Closed	-$87.8K	–	1907
2025 Q3	$87.8K	Buy	+910	New	+$87K	﹤0.01%	1047
2024 Q3	–	Sell	-2,245	Closed	-$210K	–	762
2024 Q2	$210K	Buy	+2,245	New	+$209K	﹤0.01%	612
2024 Q1	–	Sell	-2,184	Closed	-$211K	–	656
2023 Q4	$211K	Buy	+2,184	New	+$202K	﹤0.01%	608
2020 Q4	–	Sell	-5,731	Closed	-$698K	–	585
2020 Q3	$698K	Buy	+5,731	New	+$699K	0.04%	153

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 $8.74B AUM 14.62% 1-Year Est. Return

Wealthspire Advisors (New York)'s IEF Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026: 2,659 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in IEF as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in IEF in Q3 2020 and has held it in 5 quarters since. The position peaked at $698K in Q3 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Wealthspire Advisors (New York) held 2,659 shares of iShares 7-10 Year Treasury Bond ETF worth $254K as of Q1 2026.
iShares 7-10 Year Treasury Bond ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #780 holding.
Wealthspire Advisors (New York) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2020 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s iShares 7-10 Year Treasury Bond ETF position peaked at $698K in Q3 2020.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.