WESPAC Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WESPAC Advisors’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	–	Sell	-4,135	Closed	-$398K	–	189
2025 Q4	$398K	Hold	4,135	–	–	0.22%	117
2025 Q3	$399K	Hold	4,135	–	–	0.23%	130
2025 Q2	$396K	Hold	4,135	–	–	0.28%	121
2025 Q1	$394K	Buy	+4,135	New	+$387K	0.32%	108
2024 Q2	–	Sell	-25,504	Closed	-$2.41M	–	165
2024 Q1	$2.41M	Buy	25,504 +1,462	+6%	+$139K	1.41%	13
2023 Q4	$2.32M	Buy	24,042 +1,406	+6%	+$130K	1.61%	11
2023 Q3	$2.07M	Sell	22,636 -14,542	-39%	-$1.37M	1.55%	13
2023 Q2	$3.59M	Buy	37,178 +13,268	+55%	+$1.3M	2.88%	3
2023 Q1	$2.37M	Buy	+23,910	New	+$2.34M	2.23%	7
2017 Q1	–	Sell	-2,238	Closed	-$235K	–	116
2016 Q4	$235K	Sell	2,238 -115	-5%	-$12.4K	0.26%	97
2016 Q3	$263K	Hold	2,353	–	–	0.3%	89
2016 Q2	$266K	Buy	+2,353	New	+$260K	0.28%	92
2013 Q3	–	Sell	-3,715	Closed	-$381K	–	120
2013 Q2	$381K	Buy	+3,715	New	+$396K	0.58%	68

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

WESPAC Advisors's IEF Position: Q1 2026 in Review

WESPAC Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q1 2026, closing a stake of 4,135 shares — an estimated $398K sold.

WESPAC Advisors first reported a position in IEF in Q2 2013 and held it in 13 quarters. The position peaked at $3.59M in Q2 2023. 1,116 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

WESPAC Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
WESPAC Advisors sold 4,135 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $398K.
WESPAC Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and held it in 13 quarters.
WESPAC Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $3.59M in Q2 2023.
1,116 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WESPAC Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.