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

Founders Grove 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 		$343K Sell
3,626
-1,349
-27% -$128K 0.07% 130
2026
Q1 		$475K Sell
4,975
-405
-8% -$39K 0.11% 105
2025
Q4 		$517K Buy
5,380
+1,359
+34% +$132K 0.12% 99
2025
Q3 		$388K Buy
+4,021
New +$384K 0.09% 111

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $472M AUM 9.2% 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
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Founders Grove Wealth Partners's IEF Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 27% in Q2 2026, selling an estimated $128K and leaving 3,626 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #130.

Founders Grove Wealth Partners first reported a position in IEF in Q3 2025 and has held it in 4 quarters since. The position peaked at $517K in Q4 2025. 291 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Founders Grove Wealth Partners held 3,626 shares of iShares 7-10 Year Treasury Bond ETF worth $343K as of Q2 2026.
  • Founders Grove Wealth Partners sold 1,349 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.07% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Founders Grove Wealth Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Founders Grove Wealth Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $517K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.