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

Professional 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	$220K	Buy	+2,331	New	+$221K	0.04%	138
2025 Q3	–	Sell	-56,573	Closed	-$5.42M	–	127
2025 Q2	$5.42M	Buy	+56,573	New	+$5.35M	1.26%	12
2022 Q4	–	Sell	-244	Closed	-$23K	–	250
2022 Q3	$23K	Sell	244 -152	-38%	-$15.4K	0.01%	210
2022 Q2	$41K	Sell	396 -56,230	-99%	-$5.77M	0.02%	162
2022 Q1	$6.09M	Buy	56,626 +25,794	+84%	+$2.86M	2.63%	8
2021 Q4	$3.55M	Buy	+30,832	New	+$3.54M	1.53%	13

Other funds holding IEF

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 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

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

Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

Beacon Wealthcare LLC Raleigh, North Carolina $312M AUM 14.94% 1-Year Est. Return