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

LWM 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	–	Sell	-29,576	Closed	-$2.8M	–	11
2026 Q1	$2.82M	Buy	29,576 +423	+1%	+$40.7K	2.45%	11
2025 Q4	$2.8M	Buy	29,153 +221	+0.8%	+$21.4K	2.47%	11
2025 Q3	$2.79M	Buy	+28,932	New	+$2.77M	2.51%	11
2025 Q2	–	Hold	0	–	–	–	11
2025 Q1	–	Sell	-28,757	Closed	-$2.69M	–	11
2024 Q4	$2.66M	Buy	+28,757	New	+$2.72M	2.67%	11

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

LFA

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

LWM Advisors's IEF Position: Q2 2026 in Review

LWM Advisors sold out of iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026, closing a stake of 29,576 shares — an estimated $2.8M sold.

LWM Advisors first reported a position in IEF in Q4 2024 and held it in 4 quarters. The position peaked at $2.82M in Q1 2026. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

LWM Advisors reported no remaining iShares 7-10 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
LWM Advisors sold 29,576 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.8M.
LWM Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
LWM Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $2.82M in Q1 2026.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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