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

Whalen 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 		$801K Buy
+8,472
New +$802K 0.36% 80
2024
Q4 		– Sell
-20,326
Closed -$1.99M – 158
2024
Q3 		$1.99M Buy
+20,326
New +$1.96M 1.41% 17

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

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

Whalen Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 8,472 shares worth $801K. The stake represents 0.36% of the portfolio and ranks #80 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in IEF as recently as Q3 2024.

Whalen Wealth Management first reported a position in IEF in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.99M in Q3 2024. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Whalen Wealth Management held 8,472 shares of iShares 7-10 Year Treasury Bond ETF worth $801K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Whalen Wealth Management position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.36% of Whalen Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Whalen Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • Whalen Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.99M in Q3 2024.
  • 1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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