WealthTrak Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WealthTrak Capital Management’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	$313K	Buy	3,314 +64	+2%	+$6.06K	0.21%	68
2026 Q1	$310K	Buy	3,250 +341	+12%	+$32.8K	0.22%	66
2025 Q4	$280K	Sell	2,909 -539	-16%	-$52.2K	0.2%	64
2025 Q3	$333K	Sell	3,448 -1,191	-26%	-$114K	0.27%	67
2025 Q2	$444K	Sell	4,639 -35,153	-88%	-$3.32M	0.37%	52
2025 Q1	$3.79M	Buy	39,792 +464	+1%	+$43.4K	3.27%	8
2024 Q4	$3.64M	Buy	+39,328	New	+$3.72M	3.07%	9

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 22.96% 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

WealthTrak Capital Management's IEF Position: Q2 2026 in Review

WealthTrak Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2% in Q2 2026, buying an estimated $6.06K and bringing the position to 3,314 shares worth $313K. The position accounts for 0.21% of the portfolio, ranked #68.

WealthTrak Capital Management first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.79M in Q1 2025. 1,139 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

WealthTrak Capital Management held 3,314 shares of iShares 7-10 Year Treasury Bond ETF worth $313K as of Q2 2026.
WealthTrak Capital Management bought 64 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.06K.
iShares 7-10 Year Treasury Bond ETF made up 0.21% of WealthTrak Capital Management's portfolio in Q2 2026, its #68 holding.
WealthTrak Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
WealthTrak Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.79M in Q1 2025.
1,139 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.