Cypress Wealth Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Cypress Wealth Services’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	$555K	Buy	+5,870	New	+$556K	0.07%	217
2023 Q3	–	Sell	-10,373	Closed	-$1M	–	250
2023 Q2	$1M	Buy	10,373 +5,461	+111%	+$537K	0.26%	73
2023 Q1	$487K	Sell	4,912 -3,139	-39%	-$307K	0.14%	127
2022 Q4	$771K	Sell	8,051 -3,032	-27%	-$291K	0.25%	84
2022 Q3	$1.05M	Buy	11,083 +4,977	+82%	+$505K	0.36%	69
2022 Q2	$625K	Buy	6,106 +64	+1%	+$6.57K	0.2%	94
2022 Q1	$649K	Buy	6,042 +2,069	+52%	+$230K	0.18%	95
2021 Q4	$457K	Buy	3,973 +1,760	+80%	+$202K	0.13%	126
2021 Q3	$255K	Buy	+2,213	New	+$259K	0.08%	187

Other funds holding IEF

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

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

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return