CFSG
IEF icon

Community Financial Services Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Community Financial Services Group’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 		$36.6M Sell
389,041
-53,093
-12% -$5.02M 5.33% 1
2026
Q1 		$42M Buy
442,134
+23,436
+6% +$2.25M 7.4% 1
2025
Q4 		$40.3M Buy
418,698
+33,348
+9% +$3.23M 7.39% 1
2025
Q3 		$37.2M Buy
385,350
+38,603
+11% +$3.69M 6.81% 1
2025
Q2 		$33.2M Buy
346,747
+10,709
+3% +$1.01M 6.61% 2
2025
Q1 		$32M Buy
336,038
+9,764
+3% +$914K 6.95% 1
2024
Q4 		$30.2M Buy
326,274
+29,961
+10% +$2.83M 5.98% 3
2024
Q3 		$29.1M Sell
296,313
-7,579
-2% -$733K 5.95% 2
2024
Q2 		$28.5M Sell
303,892
-8,811
-3% -$819K 6.13% 2
2024
Q1 		$29.6M Buy
+312,703
New +$29.6M 6.74% 1
2023
Q3 		$38.5M Buy
+420,215
New +$39.6M 9.71% 1
2020
Q1 		– Sell
-199,555
Closed -$22M – 72
2019
Q4 		$22M Buy
199,555
+29,647
+17% +$3.31M 5.71% 2
2019
Q3 		$19.1M Buy
+169,908
New +$19M 5.53% 2

Other funds holding IEF

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
SAM
Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return