Brookstone Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Brookstone Capital 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	$4.75M	Sell	50,203 -65,887	-57%	-$6.24M	0.05%	340
2026 Q1	$11.1M	Buy	116,090 +54,153	+87%	+$5.21M	0.13%	195
2025 Q4	$5.96M	Sell	61,937 -34,059	-35%	-$3.3M	0.07%	281
2025 Q3	$9.26M	Buy	95,996 +1,015	+1%	+$97K	0.11%	212
2025 Q2	$9.1M	Sell	94,981 -80,643	-46%	-$7.63M	0.12%	204
2025 Q1	$16.7M	Buy	175,624 +119,652	+214%	+$11.2M	0.24%	104
2024 Q4	$5.17M	Sell	55,972 -11,007	-16%	-$1.04M	0.08%	246
2024 Q3	$6.57M	Buy	66,979 +4,736	+8%	+$458K	0.1%	213
2024 Q2	$5.92M	Sell	62,243 -231,649	-79%	-$21.5M	0.1%	209
2024 Q1	$27.8M	Buy	293,892 +222,038	+309%	+$21M	0.5%	45
2023 Q4	$6.93M	Sell	71,854 -183,433	-72%	-$17M	0.13%	166
2023 Q3	$22.7M	Buy	255,287 +21,593	+9%	+$2.04M	0.5%	48
2023 Q2	$22.1M	Buy	233,694 +23,862	+11%	+$2.35M	0.44%	59
2023 Q1	$20.6M	Sell	209,832 -81,106	-28%	-$7.93M	0.4%	71
2022 Q4	$28.6M	Sell	290,938 -44,827	-13%	-$4.3M	0.58%	44
2022 Q3	$32M	Sell	335,765 -77,468	-19%	-$7.86M	0.74%	27
2022 Q2	$41.9M	Buy	413,233 +142,929	+53%	+$14.7M	0.93%	21
2022 Q1	$28M	Buy	270,304 +22,128	+9%	+$2.46M	0.55%	50
2021 Q4	$28M	Buy	248,176 +42,069	+20%	+$4.84M	0.48%	61
2021 Q3	$23.7M	Buy	206,107 +6,692	+3%	+$782K	0.43%	65
2021 Q2	$23.1M	Sell	199,415 -34,530	-15%	-$3.95M	0.41%	69
2021 Q1	$26.4M	Buy	233,945 +14,983	+7%	+$1.75M	1.01%	24
2020 Q4	$26.3M	Buy	218,962 +21,914	+11%	+$2.64M	1.04%	24
2020 Q3	$24M	Buy	197,048 +57,272	+41%	+$6.99M	1.11%	19
2020 Q2	$17M	Buy	139,776 +17,699	+14%	+$2.15M	1.06%	21
2020 Q1	$14.8M	Buy	122,077 +10,957	+10%	+$1.26M	0.85%	22
2019 Q4	$12.2M	Buy	111,120 +11,076	+11%	+$1.23M	0.62%	24
2019 Q3	$11.3M	Buy	100,044 +10,485	+12%	+$1.17M	0.61%	29
2019 Q2	$9.85M	Sell	89,559 -20,493	-19%	-$2.2M	0.57%	29
2019 Q1	$11.7M	Sell	110,052 -4,143	-4%	-$433K	0.76%	28
2018 Q4	$11.9M	Sell	114,195 -6,802	-6%	-$689K	0.9%	26
2018 Q3	$12.2M	Sell	120,997 -69,650	-37%	-$7.1M	0.93%	18
2018 Q2	$19.5M	Buy	190,647 +14,677	+8%	+$1.49M	1.7%	9
2018 Q1	$18.2M	Sell	175,970 -192,930	-52%	-$19.9M	1.65%	9
2017 Q4	$38.9M	Buy	368,900 +102,390	+38%	+$10.9M	3.5%	4
2017 Q3	$28.4M	Buy	266,510 +83,705	+46%	+$8.97M	2.57%	4
2017 Q2	$19.5M	Buy	182,805 +33,407	+22%	+$3.57M	1.86%	5
2017 Q1	$15.8M	Buy	149,398 +51,686	+53%	+$5.43M	1.6%	4
2016 Q4	$10.2M	Buy	97,712 +14,468	+17%	+$1.55M	1.12%	22
2016 Q3	$9.31M	Buy	83,244 +42,355	+104%	+$4.75M	1.03%	30
2016 Q2	$4.62M	Buy	40,889 +10,766	+36%	+$1.19M	0.6%	33
2016 Q1	$3.32M	Buy	+30,123	New	+$3.29M	0.5%	40
2015 Q4	–	Sell	-25,517	Closed	-$2.75M	–	487
2015 Q3	$2.75M	Buy	25,517 +25,504	+196,185%	+$2.71M	0.5%	24
2015 Q2	$1K	Buy	+13	New	+$1.38K	﹤0.01%	1961
2015 Q1	–	Sell	-130,702	Closed	-$13.9M	–	191
2014 Q4	$13.9M	Buy	+130,702	New	+$13.8M	2.3%	13

Other funds holding IEF

WCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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

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

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

Brookstone Capital Management's IEF Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 57% in Q2 2026, selling an estimated $6.24M and leaving 50,203 shares worth $4.75M. The position accounts for 0.05% of the portfolio, ranked #340.

Brookstone Capital Management first reported a position in IEF in Q4 2014 and has held it in 45 quarters since. The position peaked at $41.9M in Q2 2022. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Brookstone Capital Management held 50,203 shares of iShares 7-10 Year Treasury Bond ETF worth $4.75M as of Q2 2026.
Brookstone Capital Management sold 65,887 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.24M.
iShares 7-10 Year Treasury Bond ETF made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #340 holding.
Brookstone Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2014 and has held it in 45 quarters since.
Brookstone Capital Management's iShares 7-10 Year Treasury Bond ETF position peaked at $41.9M in Q2 2022.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.