Cypress Financial Planning’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cypress Financial Planning’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	$1.47M	Hold	15,533	–	–	0.36%	31
2026 Q1	$1.48M	Hold	15,533	–	–	0.41%	28
2025 Q4	$1.5M	Sell	15,533 -194	-1%	-$18.8K	0.41%	28
2025 Q3	$1.52M	Hold	15,727	–	–	0.46%	23
2025 Q2	$1.51M	Sell	15,727 -791	-5%	-$74.8K	0.49%	24
2025 Q1	$1.58M	Sell	16,518 -58	-0.3%	-$5.43K	0.56%	21
2024 Q4	$1.53M	Buy	+16,576	New	+$1.57M	0.56%	21

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

Cypress Financial Planning's IEF Position: Q2 2026 in Review

Cypress Financial Planning held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 15,533 shares worth $1.47M. The position accounts for 0.36% of the portfolio, ranked #31.

Cypress Financial Planning first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q1 2025. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Cypress Financial Planning held 15,533 shares of iShares 7-10 Year Treasury Bond ETF worth $1.47M as of Q2 2026.
Cypress Financial Planning left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.36% of Cypress Financial Planning's portfolio in Q2 2026, its #31 holding.
Cypress Financial Planning first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Cypress Financial Planning's iShares 7-10 Year Treasury Bond ETF position peaked at $1.58M in Q1 2025.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.