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Beirne Wealth Consulting Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Beirne Wealth Consulting Services’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 		$3.57M Buy
37,706
+761
+2% +$72K 0.71% 27
2026
Q1 		$3.53M Sell
36,945
-15,969
-30% -$1.54M 1% 26
2025
Q4 		$5.09M Buy
52,914
+52
+0.1% +$5.03K 1.47% 19
2025
Q3 		$5.1M Buy
52,862
+3,139
+6% +$300K 1.22% 22
2025
Q2 		$4.76M Sell
49,723
-31,242
-39% -$2.95M 1.54% 19
2025
Q1 		$7.72M Buy
80,965
+670
+0.8% +$62.7K 2.75% 7
2024
Q4 		$7.42M Buy
80,295
+334
+0.4% +$31.6K 2.68% 9
2024
Q3 		$7.85M Buy
79,961
+39,846
+99% +$3.85M 2.76% 7
2024
Q2 		$3.76M Buy
40,115
+5,181
+15% +$481K 1.52% 19
2024
Q1 		$3.31M Sell
34,934
-1,357
-4% -$129K 1.4% 18
2023
Q4 		$3.5M Buy
36,291
+24,865
+218% +$2.3M 1.73% 12
2023
Q3 		$1.1M Hold
11,426
– – 0.88% 21
2023
Q2 		$1.1M Buy
11,426
+6,265
+121% +$616K 0.88% 21
2023
Q1 		$512K Buy
+5,161
New +$505K 0.36% 55

Other funds holding IEF

WCM
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
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
EB
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
GG
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