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Twele Capital Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Twele Capital 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 		$51.3M Buy
541,981
+44,916
+9% +$4.25M 8.37% 4
2026
Q1 		$47.4M Buy
497,065
+4,927
+1% +$474K 8.46% 4
2025
Q4 		$47.3M Buy
492,138
+18,245
+4% +$1.77M 8.46% 4
2025
Q3 		$45.7M Buy
473,893
+37,484
+9% +$3.58M 8.44% 4
2025
Q2 		$41.8M Buy
436,409
+18,291
+4% +$1.73M 8.29% 4
2025
Q1 		$39.9M Sell
418,118
-17,383
-4% -$1.63M 8.46% 4
2024
Q4 		$40.3M Buy
435,501
+23,605
+6% +$2.23M 8.53% 4
2024
Q3 		$40.4M Buy
411,896
+9,057
+2% +$876K 8.48% 4
2024
Q2 		$37.7M Buy
402,839
+1,929
+0.5% +$179K 8.55% 4
2024
Q1 		$38M Buy
400,910
+24,290
+6% +$2.3M 8.59% 4
2023
Q4 		$36.3M Buy
376,620
+19,405
+5% +$1.79M 5.83% 7
2023
Q3 		$32.7M Buy
357,215
+725
+0.2% +$68.4K 5.61% 7
2023
Q2 		$34.4M Buy
356,490
+20,242
+6% +$1.99M 5.55% 7
2023
Q1 		$33.3M Sell
336,248
-10,105
-3% -$988K 5.45% 7
2022
Q4 		$33.2M Buy
346,353
+14,338
+4% +$1.38M 5.44% 7
2022
Q3 		$31.9M Buy
332,015
+67,340
+25% +$6.83M 5.5% 7
2022
Q2 		$27.1M Sell
264,675
-1,162
-0.4% -$119K 4.26% 9
2022
Q1 		$28.6M Sell
265,837
-8,226
-3% -$913K 3.87% 9
2021
Q4 		$31.5M Buy
274,063
+9,350
+4% +$1.07M 3.98% 9
2021
Q3 		$30.5M Sell
264,713
-3,796
-1% -$444K 4.02% 9
2021
Q2 		$31M Buy
268,509
+3,584
+1% +$410K 4.81% 9
2021
Q1 		$29.9M Sell
264,925
-41,913
-14% -$4.88M 4.79% 9
2020
Q4 		$36.8M Buy
306,838
+36,309
+13% +$4.37M 6.6% 5
2020
Q3 		$33M Buy
270,529
+33,456
+14% +$4.08M 6.4% 5
2020
Q2 		$28.9M Buy
237,073
+22,622
+11% +$2.75M 5.77% 8
2020
Q1 		$26.1M Sell
214,451
-468
-0.2% -$53.9K 5.7% 8
2019
Q4 		$23.7M Buy
214,919
+28,958
+16% +$3.23M 4.43% 8
2019
Q3 		$20.9M Buy
185,961
+3,960
+2% +$442K 4.13% 8
2019
Q2 		$20M Buy
182,001
+14,250
+8% +$1.53M 4.02% 8
2019
Q1 		$17.9M Hold
167,751
– – 3.93% 8
2018
Q4 		$17.5M Hold
167,751
– – 4.06% 8
2018
Q3 		$17M Buy
167,751
+12,450
+8% +$1.27M 3.87% 9
2018
Q2 		$15.9M Hold
155,301
– – 3.7% 10
2018
Q1 		$16M Buy
155,301
+2,400
+2% +$247K 3.71% 9
2017
Q4 		$16.1M Buy
152,901
+10,300
+7% +$1.09M 3.69% 9
2017
Q3 		$15.2M Buy
142,601
+14,120
+11% +$1.51M 3.64% 9
2017
Q2 		$13.7M Buy
128,481
+64,650
+101% +$6.9M 3.41% 10
2017
Q1 		$6.74M Buy
63,831
+3,150
+5% +$331K 1.74% 19
2016
Q4 		$6.36M Hold
60,681
– – 1.7% 20
2016
Q3 		$6.79M Hold
60,681
– – 1.83% 20
2016
Q2 		$6.85M Buy
60,681
+5,000
+9% +$553K 1.91% 20
2016
Q1 		$6.14M Buy
55,681
+45,800
+464% +$5M 1.77% 20
2015
Q4 		$1.04M Hold
9,881
– – 0.32% 36
2015
Q3 		$1.07M Sell
9,881
-6,000
-38% -$637K 0.32% 43
2015
Q2 		$1.67M Sell
15,881
-12
-0.1% -$1.28K 0.47% 40
2015
Q1 		$1.72M Hold
15,893
– – 0.49% 38
2014
Q4 		$1.68M Hold
15,893
– – 0.49% 39
2014
Q3 		$1.65M Hold
15,893
– – 0.49% 38
2014
Q2 		$1.65M Hold
15,893
– – 0.49% 40
2014
Q1 		$1.62M Buy
15,893
+10,861
+216% +$1.1M 0.49% 40
2013
Q4 		$499K Buy
+5,032
New +$511K 0.16% 53

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
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
SAM
Sompo Asset Management Tokyo, Japan $609M AUM 30.34% 1-Year Est. Return

Twele Capital Management's IEF Position: Q2 2026 in Review

Twele Capital Management increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9% in Q2 2026, buying an estimated $4.25M and bringing the position to 541,981 shares worth $51.3M. The position accounts for 8.37% of the portfolio, ranked #4.

Twele Capital Management first reported a position in IEF in Q4 2013 and has held it in 51 quarters since. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Twele Capital Management held 541,981 shares of iShares 7-10 Year Treasury Bond ETF worth $51.3M as of Q2 2026.
  • Twele Capital Management bought 44,916 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.25M.
  • iShares 7-10 Year Treasury Bond ETF made up 8.37% of Twele Capital Management's portfolio in Q2 2026, its #4 holding.
  • Twele Capital Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2013 and has held it in 51 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.