TCP Asset Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TCP Asset Management’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	$858K	Buy	9,076 +9	+0.1%	+$852	0.1%	59
2026 Q1	$865K	Sell	9,067 -193	-2%	-$18.6K	0.11%	55
2025 Q4	$890K	Buy	9,260 +15	+0.2%	+$1.45K	0.15%	40
2025 Q3	$892K	Buy	9,245 +12	+0.1%	+$1.15K	0.16%	39
2025 Q2	$884K	Sell	9,233 -866	-9%	-$81.9K	0.18%	35
2025 Q1	$963K	Sell	10,099 -82	-0.8%	-$7.67K	0.22%	34
2024 Q4	$941K	Sell	10,181 -151	-1%	-$14.3K	0.21%	36
2024 Q3	$1.01M	Sell	10,332 -10,228	-50%	-$989K	0.23%	34
2024 Q2	$1.93M	Sell	20,560 -4,308	-17%	-$400K	0.49%	26
2024 Q1	$2.35M	Sell	24,868 -3,643	-13%	-$345K	0.62%	24
2023 Q4	$2.75M	Sell	28,511 -70,115	-71%	-$6.48M	1.02%	24
2023 Q3	$9.03M	Buy	98,626 +2,536	+3%	+$239K	3.86%	9
2023 Q2	$9.28M	Sell	96,090 -35,222	-27%	-$3.46M	3.95%	8
2023 Q1	$13M	Buy	131,312 +24,976	+23%	+$2.44M	7.17%	4
2022 Q4	$10.2M	Buy	+106,336	New	+$10.2M	7.96%	4

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

TCP Asset Management's IEF Position: Q2 2026 in Review

TCP Asset Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.1% in Q2 2026, buying an estimated $852 and bringing the position to 9,076 shares worth $858K. The position accounts for 0.1% of the portfolio, ranked #59.

TCP Asset Management first reported a position in IEF in Q4 2022 and has held it in 15 quarters since. The position peaked at $13M in Q1 2023. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

TCP Asset Management held 9,076 shares of iShares 7-10 Year Treasury Bond ETF worth $858K as of Q2 2026.
TCP Asset Management bought 9 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $852.
iShares 7-10 Year Treasury Bond ETF made up 0.1% of TCP Asset Management's portfolio in Q2 2026, its #59 holding.
TCP Asset Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
TCP Asset Management's iShares 7-10 Year Treasury Bond ETF position peaked at $13M in Q1 2023.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on TCP Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.