Wedbush Securities’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wedbush Securities’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	$1.35M	Buy	14,179 +898	+7%	+$86.4K	0.04%	361
2025 Q4	$1.28M	Buy	13,281 +843	+7%	+$81.6K	0.04%	370
2025 Q3	$1.2M	Buy	12,438 +3,281	+36%	+$314K	0.04%	378
2025 Q2	$877K	Buy	9,157 +362	+4%	+$34.2K	0.03%	453
2025 Q1	$839K	Buy	8,795 +2,890	+49%	+$270K	0.03%	436
2024 Q4	$546K	Buy	5,905 +2,353	+66%	+$222K	0.02%	573
2024 Q3	$349K	Buy	+3,552	New	+$343K	0.01%	749
2022 Q4	–	Sell	-2,745	Closed	-$263K	–	1080
2022 Q3	$263K	Buy	2,745 +674	+33%	+$68.4K	0.01%	779
2022 Q2	$212K	Buy	+2,071	New	+$213K	0.01%	912
2021 Q3	–	Sell	-2,108	Closed	-$243K	–	1207
2021 Q2	$243K	Sell	2,108 -520	-20%	-$59.5K	0.01%	968
2021 Q1	$297K	Sell	2,628 -3,779	-59%	-$440K	0.02%	816
2020 Q4	$769K	Buy	+6,407	New	+$771K	0.07%	315
2020 Q3	–	Sell	-2,072	Closed	-$253K	–	972
2020 Q2	$253K	Buy	2,072 +347	+20%	+$42.2K	0.02%	671
2020 Q1	$210K	Sell	1,725 -197	-10%	-$22.7K	0.03%	675
2019 Q4	$212K	Sell	1,922 -17,232	-90%	-$1.92M	0.02%	839
2019 Q3	$2.15M	Sell	19,154 -1,725	-8%	-$192K	0.21%	108
2019 Q2	$2.3M	Sell	20,879 -111	-0.5%	-$11.9K	0.23%	93
2019 Q1	$2.24M	Buy	+20,990	New	+$2.19M	0.24%	89
2018 Q2	–	Sell	-3,380	Closed	-$349K	–	894
2018 Q1	$349K	Sell	3,380 -254	-7%	-$26.2K	0.05%	478
2017 Q4	$384K	Sell	3,634 -2,750	-43%	-$292K	0.05%	462
2017 Q3	$680K	Sell	6,384 -344	-5%	-$36.9K	0.09%	266
2017 Q2	$717K	Buy	6,728 +3,000	+80%	+$320K	0.09%	271
2017 Q1	$394K	Sell	3,728 -163	-4%	-$17.1K	0.05%	424
2016 Q4	$408K	Sell	3,891 -1,339	-26%	-$144K	0.06%	392
2016 Q3	$585K	Buy	5,230 +201	+4%	+$22.5K	0.09%	272
2016 Q2	$568K	Buy	5,029 +1,856	+58%	+$205K	0.09%	252
2016 Q1	$350K	Buy	+3,173	New	+$346K	0.06%	370
2015 Q1	–	Sell	-2,745	Closed	-$291K	–	764
2014 Q4	$291K	Buy	+2,745	New	+$289K	0.04%	411

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

Wedbush Securities's IEF Position: Q1 2026 in Review

Wedbush Securities increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.8% in Q1 2026, buying an estimated $86.4K and bringing the position to 14,179 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #361.

Wedbush Securities first reported a position in IEF in Q4 2014 and has held it in 28 quarters since. The position peaked at $2.3M in Q2 2019. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Wedbush Securities held 14,179 shares of iShares 7-10 Year Treasury Bond ETF worth $1.35M as of Q1 2026.
Wedbush Securities bought 898 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $86.4K.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Wedbush Securities's portfolio in Q1 2026, its #361 holding.
Wedbush Securities first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 28 quarters since.
Wedbush Securities's iShares 7-10 Year Treasury Bond ETF position peaked at $2.3M in Q2 2019.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.