Yoder Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Yoder Wealth 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 Q1	$322K	Sell	3,394 -51	-1%	-$4.91K	0.15%	91
2025 Q4	$329K	Hold	3,445	–	–	0.15%	86
2025 Q3	$330K	Sell	3,445 -170	-5%	-$16.3K	0.16%	79
2025 Q2	$345K	Hold	3,615	–	–	0.18%	77
2025 Q1	$343K	Hold	3,615	–	–	0.19%	73
2024 Q4	$334K	Sell	3,615 -900	-20%	-$85K	0.18%	76
2024 Q3	$440K	Sell	4,515 -400	-8%	-$38.7K	0.26%	64
2024 Q2	$460K	Hold	4,915	–	–	0.3%	60
2024 Q1	$465K	Sell	4,915 -860	-15%	-$81.5K	0.3%	60
2023 Q4	$557K	Sell	5,775 -1,428	-20%	-$132K	0.39%	49
2023 Q3	$661K	Sell	7,203 -177	-2%	-$16.7K	0.55%	44
2023 Q2	$713K	Sell	7,380 -5,500	-43%	-$541K	0.56%	39
2023 Q1	$1.28M	Buy	+12,880	New	+$1.26M	1.06%	30

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Yoder Wealth Management's IEF Position: Q1 2026 in Review

Yoder Wealth Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.5% in Q1 2026, selling an estimated $4.91K and leaving 3,394 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #91.

Yoder Wealth Management first reported a position in IEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q1 2023. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

Yoder Wealth Management held 3,394 shares of iShares 7-10 Year Treasury Bond ETF worth $322K as of Q1 2026.
Yoder Wealth Management sold 51 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.91K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Yoder Wealth Management's portfolio in Q1 2026, its #91 holding.
Yoder Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.28M in Q1 2023.
1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.