Milestone Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Milestone Asset 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	$261K	Sell	2,756 -63,011	-96%	-$5.96M	0.04%	237
2026 Q1	$6.28M	Buy	65,767 +63,615	+2,956%	+$6.12M	1.16%	15
2025 Q4	$207K	Sell	2,152 -1	-0%	-$97	0.04%	208
2025 Q3	$208K	Sell	2,153 -10,661	-83%	-$1.02M	0.04%	220
2025 Q2	$1.23M	Buy	+12,814	New	+$1.21M	0.26%	70
2024 Q3	–	Sell	-8,533	Closed	-$799K	–	211
2024 Q2	$799K	Buy	8,533 +5,229	+158%	+$486K	0.2%	96
2024 Q1	$313K	Sell	3,304 -952	-22%	-$90.2K	0.09%	138
2023 Q4	$410K	Buy	4,256 +770	+22%	+$71.2K	0.14%	46
2023 Q3	$316K	Sell	3,486 -366	-10%	-$34.5K	0.11%	58
2023 Q2	$372K	Buy	3,852 +51	+1%	+$5.01K	0.16%	40
2023 Q1	$377K	Sell	3,801 -900	-19%	-$88K	0.22%	46
2022 Q4	$465K	Buy	+4,701	New	+$451K	0.28%	34

Other funds holding IEF

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

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

Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return

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

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