WNY Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WNY Asset 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	$317K	Buy	3,347 +23	+0.7%	+$2.18K	0.03%	207
2026 Q1	$317K	Buy	+3,324	New	+$320K	0.03%	195
2025 Q3	$288K	Buy	2,984 +4	+0.1%	+$382	0.03%	199
2025 Q2	$285K	Sell	2,980 -889	-23%	-$84.1K	0.03%	190
2025 Q1	$369K	Sell	3,869 -744	-16%	-$69.6K	0.04%	168
2024 Q4	$426K	Sell	4,613 -90,782	-95%	-$8.58M	0.05%	142
2024 Q3	$9.36M	Buy	95,395 +93,181	+4,209%	+$9.01M	1.09%	20
2024 Q2	$207K	Sell	2,214 -709	-24%	-$65.9K	0.03%	222
2024 Q1	$277K	Buy	+2,923	New	+$277K	0.04%	194
2023 Q4	–	Sell	-42,549	Closed	-$3.9M	–	220
2023 Q3	$3.9M	Buy	+42,549	New	+$4.01M	0.76%	29

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 22.96% 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

WNY Asset Management's IEF Position: Q2 2026 in Review

WNY Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.69% in Q2 2026, buying an estimated $2.18K and bringing the position to 3,347 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #207.

WNY Asset Management first reported a position in IEF in Q3 2023 and has held it in 10 quarters since. The position peaked at $9.36M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

WNY Asset Management held 3,347 shares of iShares 7-10 Year Treasury Bond ETF worth $317K as of Q2 2026.
WNY Asset Management bought 23 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.18K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of WNY Asset Management's portfolio in Q2 2026, its #207 holding.
WNY Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 10 quarters since.
WNY Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $9.36M in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.