Prentice Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Prentice Wealth 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	$1.82M	Buy	19,286 +3,166	+20%	+$300K	0.38%	38
2026 Q1	$1.54M	Sell	16,120 -5	-0%	-$481	0.35%	40
2025 Q4	$1.55M	Buy	+16,125	New	+$1.56M	0.35%	38
2025 Q2	–	Sell	-8,886	Closed	-$847K	–	113
2025 Q1	$847K	Buy	+8,886	New	+$831K	0.24%	45
2024 Q4	–	Sell	-8,326	Closed	-$817K	–	108
2024 Q3	$817K	Buy	8,326 +351	+4%	+$33.9K	0.24%	51
2024 Q2	$747K	Hold	7,975	–	–	0.24%	51
2024 Q1	$755K	Sell	7,975 -81	-1%	-$7.68K	0.26%	49
2023 Q4	$777K	Buy	8,056 +2,342	+41%	+$217K	0.3%	45
2023 Q3	$523K	Buy	5,714 +78	+1%	+$7.36K	0.24%	51
2023 Q2	$544K	Sell	5,636 -25	-0.4%	-$2.46K	0.25%	47
2023 Q1	$561K	Buy	+5,661	New	+$553K	0.27%	43
2022 Q4	–	Sell	-4,830	Closed	-$464K	–	94
2022 Q3	$464K	Buy	+4,830	New	+$490K	0.25%	40

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Prentice Wealth Management's IEF Position: Q2 2026 in Review

Prentice Wealth Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 20% in Q2 2026, buying an estimated $300K and bringing the position to 19,286 shares worth $1.82M. The position accounts for 0.38% of the portfolio, ranked #38.

Prentice Wealth Management first reported a position in IEF in Q3 2022 and has held it in 12 quarters since. 230 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Prentice Wealth Management held 19,286 shares of iShares 7-10 Year Treasury Bond ETF worth $1.82M as of Q2 2026.
Prentice Wealth Management bought 3,166 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $300K.
iShares 7-10 Year Treasury Bond ETF made up 0.38% of Prentice Wealth Management's portfolio in Q2 2026, its #38 holding.
Prentice Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2022 and has held it in 12 quarters since.
230 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.