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

LifeSteps Financial’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	$4.82K	Buy	+51	New	+$4.83K	﹤0.01%	545

Other funds holding IEF

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

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

Truist Financial

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

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

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

LifeSteps Financial's IEF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 51 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

508 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

LifeSteps Financial held 51 shares of iShares 7-10 Year Treasury Bond ETF worth $4.82K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new LifeSteps Financial position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #545 holding.
508 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.