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Summit Financial Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Summit Financial Wealth Advisors’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 		$200K Buy
+2,116
New +$200K 0.03% 219

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

Summit Financial Wealth Advisors's IEF Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 2,116 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings.

202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Summit Financial Wealth Advisors held 2,116 shares of iShares 7-10 Year Treasury Bond ETF worth $200K as of Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF was a new Summit Financial Wealth Advisors position in Q2 2026.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.