TS Financial Group (TSFG)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

TS Financial Group (TSFG)’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	$19K	Buy	196 +2	+1%	+$189	﹤0.01%	511
2026 Q1	$19K	Sell	194 -32	-14%	-$3.08K	﹤0.01%	478
2025 Q4	$22K	Buy	226 +2	+0.9%	+$194	﹤0.01%	455
2025 Q3	$22K	Sell	224 -47	-17%	-$4.49K	﹤0.01%	464
2025 Q2	$26K	Buy	271 +1	+0.4%	+$95	﹤0.01%	427
2025 Q1	$26K	Buy	270 +1	+0.4%	+$94	0.01%	414
2024 Q4	$25K	Buy	269 +1	+0.4%	+$94	0.01%	373
2024 Q3	$26K	Buy	268 +1	+0.4%	+$97	0.01%	368
2024 Q2	$25K	Buy	267 +2	+0.8%	+$186	0.01%	357
2024 Q1	$25K	Buy	265 +201	+314%	+$19K	0.01%	355
2023 Q4	$6K	Buy	64 +1	+2%	+$92	﹤0.01%	580
2023 Q3	$6K	Buy	63 +20	+47%	+$1.89K	﹤0.01%	625
2023 Q2	$4K	Hold	43	–	–	﹤0.01%	695
2023 Q1	$4K	Hold	43	–	–	﹤0.01%	693
2022 Q4	$4K	Buy	43 +1	+2%	+$96	﹤0.01%	699
2022 Q3	$4K	Hold	42	–	–	﹤0.01%	671
2022 Q2	$4K	Sell	42 -30	-42%	-$3.08K	﹤0.01%	676
2022 Q1	$8K	Hold	72	–	–	﹤0.01%	580
2021 Q4	$8K	Hold	72	–	–	﹤0.01%	604
2021 Q3	$8K	Hold	72	–	–	﹤0.01%	591
2021 Q2	$8K	Hold	72	–	–	﹤0.01%	590
2021 Q1	$8K	Sell	72 -792	-92%	-$92.3K	﹤0.01%	527
2020 Q4	$104K	Sell	864 -2,907	-77%	-$350K	0.06%	154
2020 Q3	$459K	Buy	3,771 +2,621	+228%	+$320K	0.27%	49
2020 Q2	$140K	Sell	1,150 -1,597	-58%	-$194K	0.09%	111
2020 Q1	$334K	Buy	2,747 +1,941	+241%	+$223K	0.3%	50
2019 Q4	$89K	Sell	806 -879	-52%	-$98K	0.07%	153
2019 Q3	$190K	Sell	1,685 -361	-18%	-$40.3K	0.15%	89
2019 Q2	$225K	Buy	2,046 +515	+34%	+$55.2K	0.18%	75
2019 Q1	$163K	Buy	+1,531	New	+$160K	0.14%	96

Other funds holding IEF

BTI

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

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AAG

Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

TS Financial Group (TSFG)'s IEF Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 1% in Q2 2026, buying an estimated $189 and bringing the position to 196 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

TS Financial Group (TSFG) first reported a position in IEF in Q1 2019 and has held it in 30 quarters since. The position peaked at $459K in Q3 2020. 461 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

TS Financial Group (TSFG) held 196 shares of iShares 7-10 Year Treasury Bond ETF worth $19K as of Q2 2026.
TS Financial Group (TSFG) bought 2 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $189.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #511 holding.
TS Financial Group (TSFG) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s iShares 7-10 Year Treasury Bond ETF position peaked at $459K in Q3 2020.
461 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.