LifeGuide Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

LifeGuide Financial 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	$47.9M	Buy	506,239 +38,200	+8%	+$3.62M	13.63%	3
2026 Q1	$44.7M	Buy	468,039 +29,047	+7%	+$2.79M	14.28%	3
2025 Q4	$42.2M	Buy	438,992 +36,679	+9%	+$3.55M	13.99%	3
2025 Q3	$38.3M	Buy	402,313 +315	+0.1%	+$30.1K	14.12%	3
2025 Q2	$38.5M	Buy	401,998 +11,464	+3%	+$1.08M	14.21%	3
2025 Q1	$37.2M	Buy	390,534 +32,306	+9%	+$3.02M	15.2%	3
2024 Q4	$33.1M	Buy	358,228 +20,520	+6%	+$1.94M	14.21%	3
2024 Q3	$33.1M	Buy	337,708 +19,478	+6%	+$1.88M	14.13%	3
2024 Q2	$29.8M	Buy	318,230 +19,684	+7%	+$1.83M	14.48%	3
2024 Q1	$28.3M	Buy	298,546 +32,841	+12%	+$3.11M	14.23%	3
2023 Q4	$25.6M	Sell	265,705 -11,832	-4%	-$1.09M	13.54%	3
2023 Q3	$25.4M	Buy	277,537 +43,711	+19%	+$4.12M	14.85%	3
2023 Q2	$22.6M	Buy	233,826 +20,115	+9%	+$1.98M	15.27%	3
2023 Q1	$21.2M	Buy	213,711 +10,503	+5%	+$1.03M	17.04%	3
2022 Q4	$19.5M	Sell	203,208 -13,716	-6%	-$1.32M	16.87%	3
2022 Q3	$20.8M	Buy	216,924 +7,606	+4%	+$772K	20.36%	3
2022 Q2	$21.4M	Sell	209,318 -37,243	-15%	-$3.82M	19.55%	3
2022 Q1	$26.5M	Buy	246,561 +8,299	+3%	+$921K	20.45%	2
2021 Q4	$27.4M	Buy	+238,262	New	+$27.4M	20.43%	3

Other funds holding IEF

WCM

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

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

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

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

SAM

Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

LifeGuide Financial Advisors's IEF Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.2% in Q2 2026, buying an estimated $3.62M and bringing the position to 506,239 shares worth $47.9M. The position accounts for 13.63% of the portfolio, ranked #3.

LifeGuide Financial Advisors first reported a position in IEF in Q4 2021 and has held it in 19 quarters since. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

LifeGuide Financial Advisors held 506,239 shares of iShares 7-10 Year Treasury Bond ETF worth $47.9M as of Q2 2026.
LifeGuide Financial Advisors bought 38,200 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.62M.
iShares 7-10 Year Treasury Bond ETF made up 13.63% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #3 holding.
LifeGuide Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.