HCR Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HCR Wealth Advisors’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	$2.51M	Buy	26,590 +50	+0.2%	+$4.73K	0.23%	68
2026 Q1	$2.53M	Buy	26,540 +12,977	+96%	+$1.25M	0.26%	65
2025 Q4	$1.3M	Sell	13,563 -107	-0.8%	-$10.4K	0.13%	99
2025 Q3	$1.32M	Sell	13,670 -130	-0.9%	-$12.4K	0.14%	92
2025 Q2	$1.32M	Sell	13,800 -20	-0.1%	-$1.89K	0.16%	87
2025 Q1	$1.32M	Sell	13,820 -4,700	-25%	-$440K	0.17%	81
2024 Q4	$1.71M	Sell	18,520 -3,000	-14%	-$283K	0.21%	71
2024 Q3	$2.11M	Buy	21,520 +5,275	+32%	+$510K	0.28%	60
2024 Q2	$1.52M	Hold	16,245	–	–	0.22%	69
2024 Q1	$1.54M	Buy	16,245 +700	+5%	+$66.3K	0.23%	70
2023 Q4	$1.5M	Buy	15,545 +7,470	+93%	+$691K	0.24%	69
2023 Q3	$740K	Hold	8,075	–	–	0.16%	86
2023 Q2	$780K	Sell	8,075 -550	-6%	-$54.1K	0.14%	90
2023 Q1	$855K	Hold	8,625	–	–	0.17%	85
2022 Q4	$826K	Hold	8,625	–	–	0.17%	85
2022 Q3	$828K	Buy	8,625 +1,550	+22%	+$157K	0.18%	85
2022 Q2	$724K	Sell	7,075 -500	-7%	-$51.3K	0.15%	97
2022 Q1	$814K	Sell	7,575 -200	-3%	-$22.2K	0.13%	103
2021 Q4	$894K	Buy	7,775 +1,100	+16%	+$126K	0.14%	106
2021 Q3	$769K	Buy	6,675 +1,900	+40%	+$222K	0.13%	113
2021 Q2	$551K	Sell	4,775 -1,095	-19%	-$125K	0.1%	123
2021 Q1	$663K	Buy	+5,870	New	+$684K	0.13%	111
2020 Q2	–	Sell	-24,420	Closed	-$2.97M	–	252
2020 Q1	$2.97M	Sell	24,420 -100	-0.4%	-$11.5K	0.85%	20
2019 Q4	$2.7M	Sell	24,520 -310	-1%	-$34.6K	0.66%	27
2019 Q3	$2.79M	Buy	24,830 +1,765	+8%	+$197K	0.93%	20
2019 Q2	$2.54M	Sell	23,065 -40	-0.2%	-$4.29K	0.72%	25
2019 Q1	$2.46M	Buy	23,105 +13,689	+145%	+$1.43M	0.71%	30
2018 Q4	$981K	Buy	+9,416	New	+$954K	0.32%	69

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

HCR Wealth Advisors's IEF Position: Q2 2026 in Review

HCR Wealth Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.19% in Q2 2026, buying an estimated $4.73K and bringing the position to 26,590 shares worth $2.51M. The position accounts for 0.23% of the portfolio, ranked #68.

HCR Wealth Advisors first reported a position in IEF in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.97M in Q1 2020. 302 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

HCR Wealth Advisors held 26,590 shares of iShares 7-10 Year Treasury Bond ETF worth $2.51M as of Q2 2026.
HCR Wealth Advisors bought 50 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.73K.
iShares 7-10 Year Treasury Bond ETF made up 0.23% of HCR Wealth Advisors's portfolio in Q2 2026, its #68 holding.
HCR Wealth Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 28 quarters since.
HCR Wealth Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.97M in Q1 2020.
302 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.