Formidable Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Formidable Asset 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	$2.02M	Sell	21,170 -2,052	-9%	-$194K	0.32%	60
2026 Q1	$2.23M	Buy	23,222 +948	+4%	+$91.2K	0.34%	52
2025 Q4	$2.15M	Buy	22,274 +1,564	+8%	+$151K	0.31%	58
2025 Q3	$1.98M	Sell	20,710 -45	-0.2%	-$4.3K	0.31%	62
2025 Q2	$1.98M	Hold	20,755	–	–	0.33%	58
2025 Q1	$1.98M	Sell	20,755 -335	-2%	-$31.3K	0.33%	58
2024 Q4	$1.95M	Buy	21,090 +5,528	+36%	+$522K	0.32%	63
2024 Q3	$1.53M	Sell	15,562 -664	-4%	-$64.2K	0.24%	82
2024 Q2	$1.52M	Buy	16,226 +1,065	+7%	+$98.9K	0.25%	81
2024 Q1	$1.44M	Buy	15,161 +4,778	+46%	+$453K	0.23%	92
2023 Q4	$1M	Buy	+10,383	New	+$960K	0.21%	92
2020 Q3	–	Sell	-2,110	Closed	-$257K	–	282
2020 Q2	$257K	Buy	+2,110	New	+$256K	0.08%	198

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

Formidable Asset Management's IEF Position: Q2 2026 in Review

Formidable Asset Management reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.8% in Q2 2026, selling an estimated $194K and leaving 21,170 shares worth $2.02M. The position accounts for 0.32% of the portfolio, ranked #60.

Formidable Asset Management first reported a position in IEF in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.23M in Q1 2026. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Formidable Asset Management held 21,170 shares of iShares 7-10 Year Treasury Bond ETF worth $2.02M as of Q2 2026.
Formidable Asset Management sold 2,052 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $194K.
iShares 7-10 Year Treasury Bond ETF made up 0.32% of Formidable Asset Management's portfolio in Q2 2026, its #60 holding.
Formidable Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2020 and has held it in 12 quarters since.
Formidable Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $2.23M in Q1 2026.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.