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

Lake Hills Wealth Management’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	–	Sell	-21,518	Closed	-$2.05M	–	72
2026 Q1	$2.05M	Buy	21,518 +953	+5%	+$91.7K	1.15%	22
2025 Q4	$1.98M	Buy	+20,565	New	+$1.99M	1.03%	20
2025 Q1	–	Sell	-54,388	Closed	-$5.03M	–	55
2024 Q4	$5.03M	Sell	54,388 -14,435	-21%	-$1.36M	3.43%	9
2024 Q3	$6.75M	Buy	68,823 +14,906	+28%	+$1.44M	4.52%	6
2024 Q2	$5.05M	Buy	53,917 +8,173	+18%	+$759K	3.62%	10
2024 Q1	$4.33M	Buy	+45,744	New	+$4.34M	3.9%	8
2023 Q2	–	Sell	-33,693	Closed	-$3.34M	–	42
2023 Q1	$3.34M	Buy	33,693 +20,861	+163%	+$2.04M	3.48%	10
2022 Q4	$1.23M	Buy	+12,832	New	+$1.23M	1.22%	25
2022 Q2	–	Sell	-110,082	Closed	-$11.8M	–	29
2022 Q1	$11.8M	Buy	110,082 +55,414	+101%	+$6.15M	8.51%	4
2021 Q4	$6.29M	Buy	+54,668	New	+$6.28M	4.44%	5

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

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

WAP

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

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Lake Hills Wealth Management's IEF Position: Q2 2026 in Review

Lake Hills Wealth Management sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 21,518 shares — an estimated $2.05M sold.

Lake Hills Wealth Management first reported a position in IEF in Q4 2021 and held it in 10 quarters. The position peaked at $11.8M in Q1 2022. 508 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Lake Hills Wealth Management reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Lake Hills Wealth Management sold 21,518 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.05M.
Lake Hills Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and held it in 10 quarters.
Lake Hills Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $11.8M in Q1 2022.
508 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.