WorthPointe’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

WorthPointe’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	$3.31M	Buy	+34,974	New	+$3.31M	0.83%	25
2025 Q2	–	Sell	-13,077	Closed	-$1.25M	–	100
2025 Q1	$1.25M	Buy	+13,077	New	+$1.22M	0.56%	25
2023 Q2	–	Sell	-2,819	Closed	-$279K	–	58
2023 Q1	$279K	Sell	2,819 -3,418	-55%	-$334K	0.18%	47
2022 Q4	$597K	Hold	6,237	–	–	0.4%	31
2022 Q3	$599K	Hold	6,237	–	–	0.5%	23
2022 Q2	$638K	Sell	6,237 -690	-10%	-$70.8K	0.54%	19
2022 Q1	$744K	Buy	+6,927	New	+$769K	0.6%	20

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

WorthPointe's IEF Position: Q2 2026 in Review

WorthPointe opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 34,974 shares worth $3.31M. The stake represents 0.83% of the portfolio and ranks #25 among its holdings. This is a return to the name: WorthPointe previously reported a position in IEF as recently as Q1 2025.

WorthPointe first reported a position in IEF in Q1 2022 and has held it in 7 quarters since. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

WorthPointe held 34,974 shares of iShares 7-10 Year Treasury Bond ETF worth $3.31M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new WorthPointe position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.83% of WorthPointe's portfolio in Q2 2026, its #25 holding.
WorthPointe first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 7 quarters since.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.