Hobart Private Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Hobart Private Capital’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	$369K	Buy	+3,906	New	+$370K	0.06%	111
2021 Q3	–	Sell	-4,207	Closed	-$486K	–	110
2021 Q2	$486K	Sell	4,207 -1,903	-31%	-$218K	0.2%	81
2021 Q1	$690K	Sell	6,110 -18,093	-75%	-$2.11M	0.28%	57
2020 Q4	$2.9M	Sell	24,203 -14,104	-37%	-$1.7M	1.27%	17
2020 Q3	$4.67M	Buy	38,307 +4,659	+14%	+$568K	2.41%	10
2020 Q2	$4.1M	Buy	33,648 +24,432	+265%	+$2.97M	2.3%	8
2020 Q1	$1.12M	Buy	9,216 +2,500	+37%	+$288K	0.77%	33
2019 Q4	$740K	Sell	6,716 -1,356	-17%	-$151K	0.45%	55
2019 Q3	$908K	Sell	8,072 -3,008	-27%	-$336K	0.62%	45
2019 Q2	$1.22M	Buy	11,080 +7,155	+182%	+$767K	0.85%	35
2019 Q1	$419K	Buy	+3,925	New	+$410K	0.32%	81

Other funds holding IEF

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return