WFA of San Diego’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WFA of San Diego’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	–	Sell	-300	Closed	-$28.6K	–	217
2026 Q1	$28.6K	Hold	300	–	–	0.02%	220
2025 Q4	$28.8K	Hold	300	–	–	0.02%	244
2025 Q3	$28.9K	Sell	300 -116	-28%	-$11.1K	0.02%	254
2025 Q2	$39.8K	Buy	+416	New	+$39.3K	0.03%	223
2024 Q3	$46.1K	Hold	470	–	–	0.04%	193
2024 Q2	$44K	Buy	+470	New	+$43.7K	0.04%	191
2023 Q3	$43K	Buy	470 +54	+13%	+$5.09K	0.04%	183
2023 Q2	$40.2K	Buy	+416	New	+$40.9K	0.04%	188
2023 Q1	–	Sell	-416	Closed	-$39.8K	–	219
2022 Q4	$39.8K	Buy	+416	New	+$39.9K	0.03%	214

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 22.9% 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

WFA of San Diego's IEF Position: Q2 2026 in Review

WFA of San Diego sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 300 shares — an estimated $28.6K sold.

WFA of San Diego first reported a position in IEF in Q4 2022 and held it in 9 quarters. The position peaked at $46.1K in Q3 2024. 1,143 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

WFA of San Diego reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 300 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $28.6K.
WFA of San Diego first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and held it in 9 quarters.
WFA of San Diego's iShares 7-10 Year Treasury Bond ETF position peaked at $46.1K in Q3 2024.
1,143 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.