Traphagen Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Traphagen Investment 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	$374K	Sell	3,954 -63	-2%	-$5.96K	0.03%	144
2026 Q1	$383K	Sell	4,017 -1,320	-25%	-$127K	0.03%	138
2025 Q4	$513K	Buy	5,337 +1,180	+28%	+$114K	0.04%	122
2025 Q3	$401K	Buy	4,157 +350	+9%	+$33.5K	0.03%	133
2025 Q2	$365K	Sell	3,807 -319	-8%	-$30.2K	0.03%	134
2025 Q1	$393K	Sell	4,126 -1,786	-30%	-$167K	0.04%	124
2024 Q4	$547K	Buy	5,912 +1,983	+50%	+$187K	0.06%	108
2024 Q3	$386K	Buy	3,929 +449	+13%	+$43.4K	0.04%	116
2024 Q2	$326K	Sell	3,480 -361	-9%	-$33.5K	0.04%	121
2024 Q1	$364K	Sell	3,841 -4,478	-54%	-$424K	0.04%	120
2023 Q4	$802K	Sell	8,319 -630	-7%	-$58.3K	0.09%	72
2023 Q3	$820K	Sell	8,949 -4,027	-31%	-$380K	0.1%	60
2023 Q2	$1.25M	Sell	12,976 -790	-6%	-$77.7K	0.16%	51
2023 Q1	$1.36M	Sell	13,766 -5,394	-28%	-$527K	0.2%	45
2022 Q4	$1.84M	Buy	+19,160	New	+$1.84M	0.29%	38
2021 Q3	–	Sell	-61,340	Closed	-$7.08M	–	139
2021 Q2	$7.08M	Buy	61,340 +1,048	+2%	+$120K	1.2%	18
2021 Q1	$6.81M	Buy	60,292 +4,555	+8%	+$531K	1.25%	17
2020 Q4	$6.69M	Sell	55,737 -2,567	-4%	-$309K	1.2%	21
2020 Q3	$7.1M	Sell	58,304 -1,458	-2%	-$178K	1.44%	19
2020 Q2	$7.28M	Sell	59,762 -4,375	-7%	-$532K	1.65%	16
2020 Q1	$7.79M	Sell	64,137 -11,714	-15%	-$1.35M	2.09%	14
2019 Q4	$8.36M	Buy	75,851 +1,934	+3%	+$216K	2%	15
2019 Q3	$8.31M	Sell	73,917 -4,248	-5%	-$474K	2.17%	14
2019 Q2	$8.6M	Buy	78,165 +3,093	+4%	+$331K	2.29%	14
2019 Q1	$8.01M	Buy	+75,072	New	+$7.85M	2.26%	14

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

Traphagen Investment Advisors's IEF Position: Q2 2026 in Review

Traphagen Investment Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1.6% in Q2 2026, selling an estimated $5.96K and leaving 3,954 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #144.

Traphagen Investment Advisors first reported a position in IEF in Q1 2019 and has held it in 25 quarters since. The position peaked at $8.6M in Q2 2019. 182 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Traphagen Investment Advisors held 3,954 shares of iShares 7-10 Year Treasury Bond ETF worth $374K as of Q2 2026.
Traphagen Investment Advisors sold 63 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.96K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Traphagen Investment Advisors's portfolio in Q2 2026, its #144 holding.
Traphagen Investment Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 25 quarters since.
Traphagen Investment Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $8.6M in Q2 2019.
182 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.