Second Half Financial Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Second Half Financial Partners’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	$299K	Sell	3,163 -1,133	-26%	-$107K	0.12%	75
2026 Q1	$410K	Buy	4,296 +1,257	+41%	+$121K	0.18%	58
2025 Q4	$292K	Hold	3,039	–	–	0.13%	71
2025 Q3	$293K	Hold	3,039	–	–	0.13%	71
2025 Q2	$291K	Sell	3,039 -100	-3%	-$9.46K	0.14%	67
2025 Q1	$299K	Sell	3,139 -517	-14%	-$48.4K	0.15%	64
2024 Q4	$338K	Sell	3,656 -762	-17%	-$72K	0.17%	69
2024 Q3	$433K	Buy	+4,418	New	+$427K	0.23%	63
2024 Q2	–	Sell	-119,853	Closed	-$11.3M	–	52
2024 Q1	$11.3M	Sell	119,853 -4,603	-4%	-$436K	5.05%	4
2023 Q4	$12M	Sell	124,456 -17,529	-12%	-$1.62M	5.92%	3
2023 Q3	$13M	Sell	141,985 -144,460	-50%	-$13.6M	6.48%	2
2023 Q2	$27.7M	Buy	286,445 +179,512	+168%	+$17.6M	6.32%	2
2023 Q1	$10.6M	Buy	+106,933	New	+$10.5M	6.29%	3

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

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

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Second Half Financial Partners's IEF Position: Q2 2026 in Review

Second Half Financial Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 26% in Q2 2026, selling an estimated $107K and leaving 3,163 shares worth $299K. The position accounts for 0.12% of the portfolio, ranked #75.

Second Half Financial Partners first reported a position in IEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.7M in Q2 2023. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Second Half Financial Partners held 3,163 shares of iShares 7-10 Year Treasury Bond ETF worth $299K as of Q2 2026.
Second Half Financial Partners sold 1,133 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $107K.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Second Half Financial Partners's portfolio in Q2 2026, its #75 holding.
Second Half Financial Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Second Half Financial Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $27.7M in Q2 2023.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.