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GC Wealth Management RIA’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

GC Wealth Management RIA’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 		$1.7M Buy
17,936
+14,413
+409% +$1.36M 0.1% 165
2026
Q1 		$336K Buy
3,523
+756
+27% +$72.7K 0.01% 415
2025
Q4 		$266K Buy
2,767
+113
+4% +$10.9K 0.01% 471
2025
Q3 		$256K Buy
2,654
+20
+0.8% +$1.91K 0.01% 760
2025
Q2 		$252K Buy
+2,634
New +$249K 0.02% 473

Other funds holding IEF

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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
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
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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

GC Wealth Management RIA's IEF Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 409% in Q2 2026, buying an estimated $1.36M and bringing the position to 17,936 shares worth $1.7M. The position accounts for 0.1% of the portfolio, ranked #165.

GC Wealth Management RIA first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • GC Wealth Management RIA held 17,936 shares of iShares 7-10 Year Treasury Bond ETF worth $1.7M as of Q2 2026.
  • GC Wealth Management RIA bought 14,413 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.36M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.1% of GC Wealth Management RIA's portfolio in Q2 2026, its #165 holding.
  • GC Wealth Management RIA first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.