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IEF icon

GenWealth Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

GenWealth Group’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 		$48.2M Buy
509,980
+20,674
+4% +$1.96M 7.51% 3
2026
Q1 		$46.7M Buy
489,306
+32,110
+7% +$3.09M 7.99% 5
2025
Q4 		$44M Buy
457,196
+44,451
+11% +$4.3M 7.51% 4
2025
Q3 		$39.8M Buy
412,745
+24,276
+6% +$2.32M 7.41% 4
2025
Q2 		$37.2M Buy
388,469
+7,269
+2% +$687K 7.5% 4
2025
Q1 		$36.4M Buy
381,200
+133,993
+54% +$12.5M 8.01% 5
2024
Q4 		$22.9M Sell
247,207
-44,709
-15% -$4.22M 5.2% 5
2024
Q3 		$28.6M Buy
291,916
+4,808
+2% +$465K 6.59% 4
2024
Q2 		$26.9M Buy
287,108
+2,304
+0.8% +$214K 6.62% 4
2024
Q1 		$27M Buy
284,804
+32,151
+13% +$3.05M 6.79% 4
2023
Q4 		$24.4M Buy
252,653
+2,436
+1% +$225K 6.73% 4
2023
Q3 		$22.9M Buy
250,217
+8,781
+4% +$828K 6.95% 4
2023
Q2 		$23.3M Buy
241,436
+254
+0.1% +$25K 6.71% 4
2023
Q1 		$23.9M Buy
241,182
+10,158
+4% +$993K 7.32% 4
2022
Q4 		$22.1M Sell
231,024
-43,742
-16% -$4.2M 7.24% 3
2022
Q3 		$26.4M Sell
274,766
-6,223
-2% -$631K 8.93% 4
2022
Q2 		$28.7M Sell
280,989
-60,367
-18% -$6.19M 9.19% 3
2022
Q1 		$36.7M Buy
341,356
+34,355
+11% +$3.81M 10.18% 2
2021
Q4 		$35.3M Sell
307,001
-8,177
-3% -$940K 9.56% 2
2021
Q3 		$36.3M Buy
315,178
+4,210
+1% +$492K 10.65% 1
2021
Q2 		$35.9M Buy
310,968
+10,386
+3% +$1.19M 10.59% 1
2021
Q1 		$33.9M Buy
300,582
+31,632
+12% +$3.69M 10.78% 1
2020
Q4 		$32.3M Buy
268,950
+11,798
+5% +$1.42M 10.69% 1
2020
Q3 		$31.1M Buy
257,152
+2,906
+1% +$355K 11.24% 1
2020
Q2 		$30.9M Buy
254,246
+41,708
+20% +$5.07M 12% 1
2020
Q1 		$25.8M Buy
212,538
+52,510
+33% +$6.04M 11.25% 3
2019
Q4 		$17.6M Sell
160,028
-11,568
-7% -$1.29M 6.83% 3
2019
Q3 		$19.3M Sell
171,596
-17,844
-9% -$1.99M 8.03% 2
2019
Q2 		$20.9M Sell
189,440
-10,721
-5% -$1.15M 8.89% 1
2019
Q1 		$21.2M Sell
200,161
-9,117
-4% -$953K 9.58% 1
2018
Q4 		$21.8M Sell
209,278
-9,555
-4% -$968K 10.85% 3
2018
Q3 		$22.1M Buy
218,833
+3,214
+1% +$328K 10.17% 1
2018
Q2 		$22.1M Buy
215,619
+13,671
+7% +$1.39M 10.85% 1
2018
Q1 		$20.8M Buy
201,948
+11,554
+6% +$1.19M 10.71% 2
2017
Q4 		$19.8M Buy
190,394
+22,119
+13% +$2.35M 9.91% 1
2017
Q3 		$17.9M Buy
168,275
+12,066
+8% +$1.29M 10.74% 1
2017
Q2 		$16.7M Buy
+156,209
New +$16.7M 11.21% 1

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
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
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
SAM
Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

GenWealth Group's IEF Position: Q2 2026 in Review

GenWealth Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.2% in Q2 2026, buying an estimated $1.96M and bringing the position to 509,980 shares worth $48.2M. The position accounts for 7.51% of the portfolio, ranked #3.

GenWealth Group first reported a position in IEF in Q2 2017 and has held it in 37 quarters since. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • GenWealth Group held 509,980 shares of iShares 7-10 Year Treasury Bond ETF worth $48.2M as of Q2 2026.
  • GenWealth Group bought 20,674 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.96M.
  • iShares 7-10 Year Treasury Bond ETF made up 7.51% of GenWealth Group's portfolio in Q2 2026, its #3 holding.
  • GenWealth Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2017 and has held it in 37 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.