Winch Advisory Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$248K Buy
+2,621
New +$248K 0.05% 99
2024
Q4
Sell
-204
Closed -$20K 549
2024
Q3
$20K Buy
+204
New +$19.7K 0.01% 217
2014
Q2
Sell
-130
Closed -$13K 275
2014
Q1
$13K Buy
+130
New +$13.2K 0.01% 161

Other funds holding IEF

Winch Advisory Services's IEF Position: Q2 2026 in Review

Winch Advisory Services opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 2,621 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #99 among its holdings. This is a return to the name: Winch Advisory Services previously reported a position in IEF as recently as Q3 2024.

Winch Advisory Services first reported a position in IEF in Q1 2014 and has held it in 3 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Winch Advisory Services held 2,621 shares of iShares 7-10 Year Treasury Bond ETF worth $248K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Winch Advisory Services position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.05% of Winch Advisory Services's portfolio in Q2 2026, its #99 holding.
  • Winch Advisory Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2014 and has held it in 3 quarters since.
  • 1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.