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

Mayflower 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	$1.21M	Buy	+12,762	New	+$1.21M	0.1%	173
2025 Q2	–	Sell	-5,025	Closed	-$479K	–	399
2025 Q1	$479K	Sell	5,025 -419	-8%	-$39.2K	0.07%	235
2024 Q4	$503K	Buy	+5,444	New	+$514K	0.08%	228
2023 Q4	–	Sell	-5,487	Closed	-$235K	–	350
2023 Q3	$235K	Sell	5,487 -10,954	-67%	-$1.03M	0.04%	290
2023 Q2	$1.31M	Buy	+16,441	New	+$1.62M	0.17%	111
2023 Q1	–	Sell	-9,426	Closed	-$623K	–	363
2022 Q4	$623K	Buy	9,426 +883	+10%	+$84.8K	0.09%	163
2022 Q3	$539K	Sell	8,543 -1,399	-14%	-$142K	0.09%	173
2022 Q2	$718K	Buy	9,942 +4,416	+80%	+$453K	0.11%	143
2022 Q1	$279K	Buy	+5,526	New	+$613K	0.04%	286

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

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

Mayflower Financial Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 12,762 shares worth $1.21M. The stake represents 0.1% of the portfolio and ranks #173 among its holdings. This is a return to the name: Mayflower Financial Advisors previously reported a position in IEF as recently as Q1 2025.

Mayflower Financial Advisors first reported a position in IEF in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.31M in Q2 2023. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Mayflower Financial Advisors held 12,762 shares of iShares 7-10 Year Treasury Bond ETF worth $1.21M as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Mayflower Financial Advisors position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of Mayflower Financial Advisors's portfolio in Q2 2026, its #173 holding.
Mayflower Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2022 and has held it in 9 quarters since.
Mayflower Financial Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $1.31M in Q2 2023.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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