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XY Planning Network’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

XY Planning Network’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 		$526K Sell
5,562
-837
-13% -$79.2K 0.07% 204
2026
Q1 		$608K Sell
6,399
-451
-7% -$43.4K 0.1% 173
2025
Q4 		$659K Buy
+6,850
New +$663K 0.11% 147

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

XY Planning Network's IEF Position: Q2 2026 in Review

XY Planning Network reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q2 2026, selling an estimated $79.2K and leaving 5,562 shares worth $526K. The position accounts for 0.07% of the portfolio, ranked #204.

XY Planning Network first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. The position peaked at $659K in Q4 2025. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • XY Planning Network held 5,562 shares of iShares 7-10 Year Treasury Bond ETF worth $526K as of Q2 2026.
  • XY Planning Network sold 837 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $79.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #204 holding.
  • XY Planning Network first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's iShares 7-10 Year Treasury Bond ETF position peaked at $659K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.