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

Brickley 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 		$636K Sell
6,723
-40
-0.6% -$3.79K 0.09% 39
2026
Q1 		$645K Hold
6,763
– – 0.11% 31
2025
Q4 		$650K Buy
6,763
+35
+0.5% +$3.39K 0.11% 32
2025
Q3 		$649K Buy
6,728
+25
+0.4% +$2.39K 0.11% 30
2025
Q2 		$642K Buy
6,703
+5
+0.1% +$473 0.13% 30
2025
Q1 		$639K Hold
6,698
– – 0.13% 28
2024
Q4 		$619K Hold
6,698
– – 0.13% 29
2024
Q3 		$657K Hold
6,698
– – 0.13% 30
2024
Q2 		$627K Hold
6,698
– – 0.14% 30
2024
Q1 		$634K Hold
6,698
– – 0.15% 28
2023
Q4 		$646K Buy
+6,698
New +$619K 0.16% 29
2023
Q3 		– Sell
-11,059
Closed -$1.07M – 42
2023
Q2 		$1.07M Sell
11,059
-560
-5% -$55K 0.27% 23
2023
Q1 		$1.15M Hold
11,619
– – 0.32% 23
2022
Q4 		$1.11M Buy
11,619
+9,428
+430% +$905K 0.33% 24
2022
Q3 		$210K Sell
2,191
-6,841
-76% -$694K 0.07% 37
2022
Q2 		$924K Buy
+9,032
New +$927K 0.29% 26

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WCM
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WAP
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CIM
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RBCM
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EB
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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