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 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 $295B AUM 31.6% 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 $374B AUM 17.66% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

WFA of San Diego's IEF Position: Q1 2026 in Review

WFA of San Diego held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q1 2026 at 300 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #220.

WFA of San Diego first reported a position in IEF in Q4 2022 and has held it in 9 quarters since. The position peaked at $46.1K in Q3 2024. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

WFA of San Diego held 300 shares of iShares 7-10 Year Treasury Bond ETF worth $28.6K as of Q1 2026.
WFA of San Diego left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q1 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #220 holding.
WFA of San Diego first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
WFA of San Diego's iShares 7-10 Year Treasury Bond ETF position peaked at $46.1K in Q3 2024.
1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.