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

Worth 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	–	Sell	-44,788	Closed	-$4.27M	–	224
2026 Q1	$4.27M	Sell	44,788 -4,787	-10%	-$460K	1.59%	11
2025 Q4	$4.77M	Sell	49,575 -7,007	-12%	-$678K	2.02%	11
2025 Q3	$5.46M	Buy	+56,582	New	+$5.41M	2.45%	8
2025 Q1	–	Sell	-21,942	Closed	-$2.03M	–	153
2024 Q4	$2.03M	Sell	21,942 -97,971	-82%	-$9.26M	1.08%	24
2024 Q3	$11.8M	Buy	+119,913	New	+$11.6M	6.4%	2
2023 Q3	–	Sell	-11,497	Closed	-$1.11M	–	236
2023 Q2	$1.11M	Buy	11,497 +10,512	+1,067%	+$1.03M	0.85%	26
2023 Q1	$97.6K	Buy	+985	New	+$96.3K	0.07%	133
2022 Q4	–	Sell	-1,606	Closed	-$154K	–	492
2022 Q3	$154K	Buy	+1,606	New	+$163K	0.11%	68

Other funds holding IEF

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TCM

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

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

Worth Asset Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 44,788 shares — an estimated $4.27M sold.

Worth Asset Management first reported a position in IEF in Q3 2022 and held it in 8 quarters. The position peaked at $11.8M in Q3 2024. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Worth Asset Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Worth Asset Management sold 44,788 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.27M.
Worth Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and held it in 8 quarters.
Worth Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $11.8M in Q3 2024.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.