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

TPG Financial 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	$34M	Buy	359,592 +102,688	+40%	+$9.72M	10.16%	1
2026 Q1	$24.5M	Sell	256,904 -3,962	-2%	-$381K	7.98%	1
2025 Q4	$25.1M	Buy	260,866 +38,219	+17%	+$3.7M	8.37%	1
2025 Q3	$21.5M	Buy	222,647 +83,007	+59%	+$7.94M	8%	1
2025 Q2	$13.4M	Sell	139,640 -6,296	-4%	-$595K	5.35%	4
2025 Q1	$13.9M	Sell	145,936 -11,933	-8%	-$1.12M	6.15%	4
2024 Q4	$14.6M	Sell	157,869 -135,329	-46%	-$12.8M	6.35%	5
2024 Q3	$28.8M	Buy	293,198 +57,059	+24%	+$5.52M	12.95%	1
2024 Q2	$22.1M	Buy	+236,139	New	+$21.9M	10.47%	1
2023 Q4	$14.4M	Sell	150,618 -17,536	-10%	-$1.62M	7.34%	4
2023 Q3	$15.4M	Buy	168,154 +16,799	+11%	+$1.58M	7.96%	3
2023 Q2	$14.6M	Buy	+151,355	New	+$14.9M	7.66%	3

Other funds holding IEF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

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

TPG Financial Advisors's IEF Position: Q2 2026 in Review

TPG Financial Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 40% in Q2 2026, buying an estimated $9.72M and bringing the position to 359,592 shares worth $34M. The position accounts for 10.16% of the portfolio, ranked #1.

TPG Financial Advisors first reported a position in IEF in Q2 2023 and has held it in 12 quarters since. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

TPG Financial Advisors held 359,592 shares of iShares 7-10 Year Treasury Bond ETF worth $34M as of Q2 2026.
TPG Financial Advisors bought 102,688 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.72M.
iShares 7-10 Year Treasury Bond ETF made up 10.16% of TPG Financial Advisors's portfolio in Q2 2026, its #1 holding.
TPG Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.