Greenwood Gearhart’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Greenwood Gearhart’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	$80.8M	Buy	854,092 +55,180	+7%	+$5.22M	3.76%	6
2026 Q1	$76.2M	Buy	798,912 +69,634	+10%	+$6.7M	4.12%	6
2025 Q4	$70.1M	Buy	729,278 +90,381	+14%	+$8.75M	3.86%	6
2025 Q3	$61.6M	Buy	638,897 +219,046	+52%	+$20.9M	3.55%	6
2025 Q2	$40.2M	Sell	419,851 -46,388	-10%	-$4.39M	2.51%	14
2025 Q1	$44.5M	Buy	466,239 +42,593	+10%	+$3.99M	3.08%	10
2024 Q4	$39.2M	Buy	423,646 +111,036	+36%	+$10.5M	2.7%	10
2024 Q3	$30.7M	Buy	312,610 +17,206	+6%	+$1.66M	2.55%	12
2024 Q2	$27.7M	Buy	295,404 +8,329	+3%	+$774K	2.61%	12
2024 Q1	$27.2M	Buy	287,075 +77,867	+37%	+$7.38M	2.65%	11
2023 Q4	$20.2M	Buy	209,208 +23,672	+13%	+$2.19M	2.15%	14
2023 Q3	$17M	Buy	+185,536	New	+$17.5M	2.01%	12

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Greenwood Gearhart's IEF Position: Q2 2026 in Review

Greenwood Gearhart increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.9% in Q2 2026, buying an estimated $5.22M and bringing the position to 854,092 shares worth $80.8M. The position accounts for 3.76% of the portfolio, ranked #6.

Greenwood Gearhart first reported a position in IEF in Q3 2023 and has held it in 12 quarters since. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Greenwood Gearhart held 854,092 shares of iShares 7-10 Year Treasury Bond ETF worth $80.8M as of Q2 2026.
Greenwood Gearhart bought 55,180 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.22M.
iShares 7-10 Year Treasury Bond ETF made up 3.76% of Greenwood Gearhart's portfolio in Q2 2026, its #6 holding.
Greenwood Gearhart first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.