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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
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

WealthTrak Capital Management's IEF Position: Q1 2026 in Review

WealthTrak Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q1 2026, buying an estimated $32.8K and bringing the position to 3,250 shares worth $310K. The position accounts for 0.22% of the portfolio, ranked #66.

WealthTrak Capital Management first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.79M in Q1 2025. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • WealthTrak Capital Management held 3,250 shares of iShares 7-10 Year Treasury Bond ETF worth $310K as of Q1 2026.
  • WealthTrak Capital Management bought 341 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $32.8K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.22% of WealthTrak Capital Management's portfolio in Q1 2026, its #66 holding.
  • WealthTrak Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • WealthTrak Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $3.79M in Q1 2025.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.