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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
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 Buy
4,084
+174
+4% +$16.3K 0.03% 448
2024
Q4 		$361K Sell
3,910
-4,855
-55% -$459K 0.02% 464
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
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 $8.74B AUM 14.62% 1-Year Est. Return

Western Wealth Management's IEF Position: Q1 2026 in Review

Western Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.2% in Q1 2026, buying an estimated $62.9K and bringing the position to 30,641 shares worth $2.92M. The position accounts for 0.11% of the portfolio, ranked #199.

Western Wealth Management first reported a position in IEF in Q2 2019 and has held it in 18 quarters since. The position peaked at $11.7M in Q1 2020. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Western Wealth Management held 30,641 shares of iShares 7-10 Year Treasury Bond ETF worth $2.92M as of Q1 2026.
  • Western Wealth Management bought 654 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $62.9K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.11% of Western Wealth Management's portfolio in Q1 2026, its #199 holding.
  • Western Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2019 and has held it in 18 quarters since.
  • Western Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $11.7M in Q1 2020.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.