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Prospera Financial Services’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Prospera Financial Services’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 		$15.4M Buy
162,813
+16,783
+11% +$1.59M 0.22% 96
2026
Q1 		$13.9M Buy
146,030
+2,311
+2% +$222K 0.22% 98
2025
Q4 		$13.8M Buy
143,719
+8,013
+6% +$775K 0.23% 103
2025
Q3 		$13.1M Buy
135,706
+3,018
+2% +$289K 0.22% 97
2025
Q2 		$12.7M Sell
132,688
-23,019
-15% -$2.18M 0.24% 93
2025
Q1 		$14.8M Buy
155,707
+27,354
+21% +$2.56M 0.34% 68
2024
Q4 		$11.9M Buy
128,353
+23,733
+23% +$2.24M 0.28% 84
2024
Q3 		$10.3M Buy
104,620
+17,102
+20% +$1.65M 0.26% 82
2024
Q2 		$8.2M Buy
87,518
+53,156
+155% +$4.94M 0.23% 97
2024
Q1 		$3.25M Sell
34,362
-641
-2% -$60.7K 0.1% 232
2023
Q4 		$3.37M Buy
35,003
+11,885
+51% +$1.1M 0.11% 208
2023
Q3 		$2.12M Sell
23,118
-9,862
-30% -$930K 0.08% 262
2023
Q2 		$3.19M Sell
32,980
-19,931
-38% -$1.96M 0.12% 193
2023
Q1 		$5.24M Buy
52,911
+46,787
+764% +$4.57M 0.22% 118
2022
Q4 		$587K Buy
+6,124
New +$588K 0.03% 491
2022
Q2 		– Sell
-1,191
Closed -$128K – 2085
2022
Q1 		$128K Buy
+1,191
New +$132K 0.01% 1032
2021
Q1 		– Sell
-1,882
Closed -$226K – 761
2020
Q4 		$226K Buy
1,882
+653
+53% +$78.6K 0.02% 621
2020
Q3 		$150K Sell
1,229
-11,897
-91% -$1.45M 0.06% 303
2020
Q2 		$1.6M Sell
13,126
-18,033
-58% -$2.19M 0.14% 185
2020
Q1 		$3.79M Buy
+31,159
New +$3.59M 0.4% 46
2017
Q4 		– Sell
-5,046
Closed -$537K – 422
2017
Q3 		$537K Sell
5,046
-9,240
-65% -$990K 0.08% 224
2017
Q2 		$1.51M Buy
+14,286
New +$1.53M 0.24% 87
2016
Q4 		– Sell
-3,920
Closed -$439K – 400
2016
Q3 		$439K Buy
3,920
+320
+9% +$35.9K 0.09% 205
2016
Q2 		$407K Sell
3,600
-14
-0.4% -$1.55K 0.08% 201
2016
Q1 		$399K Sell
3,614
-225
-6% -$24.5K 0.09% 169
2015
Q4 		$405K Sell
3,839
-2,216
-37% -$236K 0.09% 152
2015
Q3 		$653K Buy
6,055
+1,928
+47% +$205K 0.17% 89
2015
Q2 		$433K Sell
4,127
-9,851
-70% -$1.05M 0.1% 148
2015
Q1 		$1.51M Buy
13,978
+1,285
+10% +$139K 0.34% 48
2014
Q4 		$1.34M Buy
12,693
+5,038
+66% +$531K 0.34% 51
2014
Q3 		$793K Sell
7,655
-22,939
-75% -$2.38M 0.21% 73
2014
Q2 		$3.17M Buy
30,594
+27,943
+1,054% +$2.87M 0.86% 24
2014
Q1 		$270K Buy
2,651
+291
+12% +$29.5K 0.09% 184
2013
Q4 		$234K Sell
2,360
-2,813
-54% -$285K 0.08% 203
2013
Q3 		$526K Sell
5,173
-5,544
-52% -$560K 0.2% 100
2013
Q2 		$1.1M Buy
+10,717
New +$1.14M 0.51% 50

Other funds holding IEF

WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
EB
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
GG
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

Prospera Financial Services's IEF Position: Q2 2026 in Review

Prospera Financial Services increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 11% in Q2 2026, buying an estimated $1.59M and bringing the position to 162,813 shares worth $15.4M. The position accounts for 0.22% of the portfolio, ranked #96.

Prospera Financial Services first reported a position in IEF in Q2 2013 and has held it in 36 quarters since. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Prospera Financial Services held 162,813 shares of iShares 7-10 Year Treasury Bond ETF worth $15.4M as of Q2 2026.
  • Prospera Financial Services bought 16,783 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.59M.
  • iShares 7-10 Year Treasury Bond ETF made up 0.22% of Prospera Financial Services's portfolio in Q2 2026, its #96 holding.
  • Prospera Financial Services first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2013 and has held it in 36 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.