WealthTrust Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WealthTrust Asset 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	$1.39M	Buy	14,566 +105	+0.7%	+$10.1K	0.83%	23
2025 Q4	$1.39M	Buy	14,461 +437	+3%	+$42.3K	0.97%	24
2025 Q3	$1.35M	Buy	14,024 +308	+2%	+$29.4K	0.94%	22
2025 Q2	$1.31M	Sell	13,716 -3,204	-19%	-$303K	0.98%	21
2025 Q1	$1.61M	Sell	16,920 -1,761	-9%	-$165K	1.2%	17
2024 Q4	$1.73M	Sell	18,681 -33,057	-64%	-$3.12M	1.24%	19
2024 Q3	$5.08M	Buy	51,738 +7,129	+16%	+$689K	3.78%	5
2024 Q2	$4.18M	Buy	+44,609	New	+$4.14M	3.05%	7

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

WealthTrust Asset Management's IEF Position: Q1 2026 in Review

WealthTrust Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.73% in Q1 2026, buying an estimated $10.1K and bringing the position to 14,566 shares worth $1.39M. The position accounts for 0.83% of the portfolio, ranked #23.

WealthTrust Asset Management first reported a position in IEF in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.08M in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

WealthTrust Asset Management held 14,566 shares of iShares 7-10 Year Treasury Bond ETF worth $1.39M as of Q1 2026.
WealthTrust Asset Management bought 105 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.83% of WealthTrust Asset Management's portfolio in Q1 2026, its #23 holding.
WealthTrust Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
WealthTrust Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $5.08M in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.