SageGuard Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

SageGuard Financial Group’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	$2.62M	Sell	27,738 -39,974	-59%	-$3.78M	0.37%	74
2026 Q1	$6.46M	Buy	67,712 +64,181	+1,818%	+$6.17M	1%	33
2025 Q4	$340K	Buy	+3,531	New	+$342K	0.05%	136
2021 Q3	–	Sell	-4,492	Closed	-$519K	–	70
2021 Q2	$519K	Sell	4,492 -570	-11%	-$65.2K	0.24%	74
2021 Q1	$572K	Buy	5,062 +235	+5%	+$27.4K	0.27%	65
2020 Q4	$579K	Buy	+4,827	New	+$581K	0.28%	64

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SageGuard Financial Group's IEF Position: Q2 2026 in Review

SageGuard Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 59% in Q2 2026, selling an estimated $3.78M and leaving 27,738 shares worth $2.62M. The position accounts for 0.37% of the portfolio, ranked #74.

SageGuard Financial Group first reported a position in IEF in Q4 2020 and has held it in 6 quarters since. The position peaked at $6.46M in Q1 2026. 743 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

SageGuard Financial Group held 27,738 shares of iShares 7-10 Year Treasury Bond ETF worth $2.62M as of Q2 2026.
SageGuard Financial Group sold 39,974 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.78M.
iShares 7-10 Year Treasury Bond ETF made up 0.37% of SageGuard Financial Group's portfolio in Q2 2026, its #74 holding.
SageGuard Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $6.46M in Q1 2026.
743 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.