RDA Financial Network’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

RDA Financial Network’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	$290K	Buy	3,070 +972	+46%	+$92K	0.06%	227
2026 Q1	$200K	Buy	+2,098	New	+$202K	0.05%	271
2023 Q1	–	Sell	-2,258	Closed	-$216K	–	226
2022 Q4	$216K	Sell	2,258 -965	-30%	-$92.7K	0.11%	191
2022 Q3	$309K	Buy	+3,223	New	+$327K	0.17%	140
2022 Q2	–	Sell	-2,486	Closed	-$267K	–	224
2022 Q1	$267K	Sell	2,486 -286	-10%	-$31.7K	0.11%	178
2021 Q4	$319K	Sell	2,772 -2,782	-50%	-$320K	0.13%	164
2021 Q3	$640K	Sell	5,554 -1,071	-16%	-$125K	0.28%	85
2021 Q2	$765K	Sell	6,625 -1,635	-20%	-$187K	0.34%	74
2021 Q1	$933K	Buy	8,260 +736	+10%	+$85.8K	0.4%	70
2020 Q4	$903K	Buy	7,524 +1,326	+21%	+$160K	0.41%	70
2020 Q3	$755K	Buy	+6,198	New	+$756K	0.34%	78

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 $59.8B 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