Western Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Western Wealth 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	$3.76M	Buy	39,806 +9,165	+30%	+$867K	0.12%	168
2026 Q1	$2.92M	Buy	30,641 +654	+2%	+$62.9K	0.11%	199
2025 Q4	$2.88M	Buy	29,987 +25,569	+579%	+$2.47M	0.13%	160
2025 Q3	$426K	Buy	4,418 +167	+4%	+$16K	0.02%	483
2025 Q2	$407K	Buy	4,251 +167	+4%	+$15.8K	0.02%	475
2025 Q1	$389K	Sell	4,084 -2,573	-39%	-$241K	0.03%	448
2024 Q4	$615K	Sell	6,657 -2,108	-24%	-$199K	0.03%	402
2024 Q3	$860K	Buy	8,765 +5,290	+152%	+$511K	0.05%	337
2024 Q2	$325K	Buy	3,475 +292	+9%	+$27.1K	0.02%	471
2024 Q1	$301K	Sell	3,183 -411	-11%	-$39K	0.02%	501
2023 Q4	$346K	Buy	+3,594	New	+$332K	0.03%	515
2022 Q4	–	Sell	-2,333	Closed	-$225K	–	693
2022 Q3	$225K	Sell	2,333 -104	-4%	-$10.6K	0.01%	717
2022 Q2	$248K	Buy	2,437 +265	+12%	+$27.2K	0.01%	672
2022 Q1	$234K	Buy	+2,172	New	+$241K	0.01%	749
2021 Q1	–	Sell	-2,393	Closed	-$287K	–	530
2020 Q4	$287K	Sell	2,393 -28,452	-92%	-$3.42M	0.04%	365
2020 Q3	$3.76M	Sell	30,845 -42,023	-58%	-$5.13M	0.61%	27
2020 Q2	$8.88M	Sell	72,868 -23,332	-24%	-$2.84M	1.61%	9
2020 Q1	$11.7M	Buy	+96,200	New	+$11.1M	2.68%	6
2019 Q3	–	Sell	-1,866	Closed	-$207K	–	400
2019 Q2	$207K	Buy	+1,866	New	+$200K	0.03%	385

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

Western Wealth Management's IEF Position: Q2 2026 in Review

Western Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 30% in Q2 2026, buying an estimated $867K and bringing the position to 39,806 shares worth $3.76M. The position accounts for 0.12% of the portfolio, ranked #168.

Western Wealth Management first reported a position in IEF in Q2 2019 and has held it in 19 quarters since. The position peaked at $11.7M in Q1 2020. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Western Wealth Management held 39,806 shares of iShares 7-10 Year Treasury Bond ETF worth $3.76M as of Q2 2026.
Western Wealth Management bought 9,165 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $867K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Western Wealth Management's portfolio in Q2 2026, its #168 holding.
Western Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 19 quarters since.
Western Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $11.7M in Q1 2020.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.