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

Accurate 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 Q2	$4.38M	Buy	+46,805	New	+$4.43M	0.42%	50
2025 Q2	–	Sell	-137,273	Closed	-$12.8M	–	451
2025 Q1	$12.8M	Buy	137,273 +133,487	+3,526%	+$12.5M	2.45%	5
2024 Q4	$346K	Sell	3,786 -997	-21%	-$94.2K	0.07%	267
2024 Q3	$460K	Buy	4,783 +2,329	+95%	+$225K	0.09%	208
2024 Q2	$232K	Buy	+2,454	New	+$228K	0.06%	294
2023 Q1	–	Sell	-1,054	Closed	-$103K	–	794
2022 Q4	$103K	Buy	+1,054	New	+$101K	0.04%	309
2022 Q3	–	Sell	-25,094	Closed	-$2.56M	–	200
2022 Q2	$2.56M	Buy	25,094 +21,808	+664%	+$2.24M	1.39%	12
2022 Q1	$353K	Sell	3,286 -61,000	-95%	-$6.77M	0.16%	112
2021 Q4	$9.83M	Sell	64,286 -18,095	-22%	-$2.08M	8.03%	1
2021 Q3	$11.9M	Buy	+82,381	New	+$9.63M	10.38%	1

Other funds holding IEF

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

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

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

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

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