Viewpoint Investment Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Viewpoint Investment Partners’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	$333K	Buy	+3,522	New	+$333K	0.12%	95
2021 Q4	–	Sell	-4,377	Closed	-$504K	–	12
2021 Q3	$504K	Buy	4,377 +576	+15%	+$67.4K	0.29%	10
2021 Q2	$439K	Sell	3,801 -270	-7%	-$30.9K	0.29%	10
2021 Q1	$460K	Sell	4,071 -550	-12%	-$64.1K	0.35%	8
2020 Q4	$563K	Sell	4,621 -571	-11%	-$68.7K	0.53%	8
2020 Q3	$633K	Buy	5,192 +1,994	+62%	+$243K	0.59%	8
2020 Q2	$390K	Sell	3,198 -802	-20%	-$97.5K	0.37%	8
2020 Q1	$486K	Buy	4,000 +1,630	+69%	+$188K	1.07%	6
2019 Q4	$261K	Sell	2,370 -1,030	-30%	-$115K	0.28%	8
2019 Q3	$382K	Buy	3,400 +1,470	+76%	+$164K	0.52%	6
2019 Q2	$212K	Buy	+1,930	New	+$207K	0.22%	5
2019 Q1	–	Sell	-2,000	Closed	-$208K	–	12
2018 Q4	$208K	Buy	+2,000	New	+$203K	0.35%	5

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

Viewpoint Investment Partners's IEF Position: Q2 2026 in Review

Viewpoint Investment Partners opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q2 2026: 3,522 shares worth $333K. The stake represents 0.12% of the portfolio and ranks #95 among its holdings. This is a return to the name: Viewpoint Investment Partners previously reported a position in IEF as recently as Q3 2021.

Viewpoint Investment Partners first reported a position in IEF in Q4 2018 and has held it in 12 quarters since. The position peaked at $633K in Q3 2020. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Viewpoint Investment Partners held 3,522 shares of iShares 7-10 Year Treasury Bond ETF worth $333K as of Q2 2026.
iShares 7-10 Year Treasury Bond ETF was a new Viewpoint Investment Partners position in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Viewpoint Investment Partners's portfolio in Q2 2026, its #95 holding.
Viewpoint Investment Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2018 and has held it in 12 quarters since.
Viewpoint Investment Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $633K in Q3 2020.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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