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 Q2	$630K	Buy	6,662 +4,003	+151%	+$379K	﹤0.01%	714
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 $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 22.9% 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

Wealthspire Advisors (New York)'s IEF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 151% in Q2 2026, buying an estimated $379K and bringing the position to 6,662 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Wealthspire Advisors (New York) first reported a position in IEF in Q3 2020 and has held it in 6 quarters since. The position peaked at $698K in Q3 2020. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Wealthspire Advisors (New York) held 6,662 shares of iShares 7-10 Year Treasury Bond ETF worth $630K as of Q2 2026.
Wealthspire Advisors (New York) bought 4,003 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $379K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #714 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 6 quarters since.
Wealthspire Advisors (New York)'s iShares 7-10 Year Treasury Bond ETF position peaked at $698K in Q3 2020.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.