Stablepoint Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Stablepoint 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	$5.2M	Buy	54,935 +2,982	+6%	+$282K	0.72%	54
2026 Q1	$4.96M	Sell	51,953 -39	-0.1%	-$3.75K	0.74%	49
2025 Q4	$5M	Buy	51,992 +4,405	+9%	+$426K	0.78%	47
2025 Q3	$4.59M	Buy	47,587 +9,613	+25%	+$919K	0.73%	51
2025 Q2	$3.64M	Buy	37,974 +2,651	+8%	+$251K	0.62%	58
2025 Q1	$3.37M	Buy	35,323 +8,889	+34%	+$832K	0.61%	59
2024 Q4	$2.44M	Buy	26,434 +3,248	+14%	+$307K	0.45%	70
2024 Q3	$2.28M	Buy	23,186 +5,916	+34%	+$572K	0.41%	79
2024 Q2	$1.64M	Buy	17,270 +7,792	+82%	+$724K	0.32%	96
2024 Q1	$897K	Buy	9,478 +1,213	+15%	+$115K	0.18%	142
2023 Q4	$797K	Buy	+8,265	New	+$764K	0.2%	128

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

Stablepoint Partners's IEF Position: Q2 2026 in Review

Stablepoint Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.7% in Q2 2026, buying an estimated $282K and bringing the position to 54,935 shares worth $5.2M. The position accounts for 0.72% of the portfolio, ranked #54.

Stablepoint Partners first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Stablepoint Partners held 54,935 shares of iShares 7-10 Year Treasury Bond ETF worth $5.2M as of Q2 2026.
Stablepoint Partners bought 2,982 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $282K.
iShares 7-10 Year Treasury Bond ETF made up 0.72% of Stablepoint Partners's portfolio in Q2 2026, its #54 holding.
Stablepoint Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.