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Cyndeo Wealth Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cyndeo Wealth Partners’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 		$1.76M Buy
+18,572
New +$1.76M 0.08% 205
2025
Q1 		– Sell
-3,199
Closed -$296K – 464
2024
Q4 		$296K Buy
3,199
+230
+8% +$21.7K 0.02% 364
2024
Q3 		$291K Buy
2,969
+4
+0.1% +$387 0.02% 371
2024
Q2 		$278K Buy
+2,965
New +$275K 0.02% 343

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
M
MATAURO New York $756M AUM 20.74% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cyndeo Wealth Partners's IEF Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 18,572 shares worth $1.76M. The stake represents 0.08% of the portfolio and ranks #205 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in IEF as recently as Q4 2024.

Cyndeo Wealth Partners first reported a position in IEF in Q2 2024 and has held it in 4 quarters since. 259 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Cyndeo Wealth Partners held 18,572 shares of iShares 7-10 Year Treasury Bond ETF worth $1.76M as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Cyndeo Wealth Partners position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.08% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Cyndeo Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.