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WLTH Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WLTH Capital 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 		$21.4M Buy
226,074
+53,239
+31% +$5.04M 13.7% 2
2026
Q1 		$16.5M Buy
172,835
+6,973
+4% +$671K 12.93% 2
2025
Q4 		$16.1M Buy
+165,862
New +$16M 12.47% 2

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

WLTH Capital Management's IEF Position: Q2 2026 in Review

WLTH Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 31% in Q2 2026, buying an estimated $5.04M and bringing the position to 226,074 shares worth $21.4M. The position accounts for 13.7% of the portfolio, ranked #2.

WLTH Capital Management first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • WLTH Capital Management held 226,074 shares of iShares 7-10 Year Treasury Bond ETF worth $21.4M as of Q2 2026.
  • WLTH Capital Management bought 53,239 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.04M.
  • iShares 7-10 Year Treasury Bond ETF made up 13.7% of WLTH Capital Management's portfolio in Q2 2026, its #2 holding.
  • WLTH Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WLTH Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.