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

Wetzel Investment 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
Q2 		$213K Buy
+2,253
New +$213K 0.07% 131
2024
Q3 		– Sell
-1,150
Closed -$109K – 475
2024
Q2 		$109K Sell
1,150
-483
-30% -$44.9K 0.06% 169
2024
Q1 		$150K Buy
1,633
+483
+42% +$45.8K 0.09% 144
2023
Q4 		$111K Buy
+1,150
New +$106K 0.07% 168

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Wetzel Investment Advisors's IEF Position: Q2 2026 in Review

Wetzel Investment Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 2,253 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #131 among its holdings. This is a return to the name: Wetzel Investment Advisors previously reported a position in IEF as recently as Q2 2024.

Wetzel Investment Advisors first reported a position in IEF in Q4 2023 and has held it in 4 quarters since. 357 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Wetzel Investment Advisors held 2,253 shares of iShares 7-10 Year Treasury Bond ETF worth $213K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Wetzel Investment Advisors position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Wetzel Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • Wetzel Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.