Wealthcare Advisory Partners’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Wealthcare Advisory 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	$95.4M	Sell	1,008,438 -63,608	-6%	-$6.02M	1.81%	6
2026 Q1	$102M	Buy	1,072,046 +304,581	+40%	+$29.3M	1.99%	6
2025 Q4	$73.8M	Buy	767,465 +81,344	+12%	+$7.87M	1.45%	9
2025 Q3	$66.2M	Buy	686,121 +50,028	+8%	+$4.78M	1.38%	10
2025 Q2	$60.9M	Buy	636,093 +17,915	+3%	+$1.69M	1.39%	10
2025 Q1	$59M	Buy	618,178 +50,268	+9%	+$4.7M	1.58%	6
2024 Q4	$52.5M	Buy	567,910 +47,306	+9%	+$4.47M	1.46%	12
2024 Q3	$51.1M	Buy	520,604 +5,270	+1%	+$509K	1.46%	10
2024 Q2	$48.3M	Buy	515,334 +30,022	+6%	+$2.79M	1.51%	11
2024 Q1	$45.9M	Buy	485,312 +42,479	+10%	+$4.03M	1.51%	10
2023 Q4	$42.7M	Sell	442,833 -14,434	-3%	-$1.33M	1.7%	9
2023 Q3	$41.9M	Buy	457,267 +27,714	+6%	+$2.61M	1.92%	6
2023 Q2	$41.5M	Sell	429,553 -78,799	-16%	-$7.75M	1.86%	7
2023 Q1	$50.4M	Buy	508,352 +5,993	+1%	+$586K	2.17%	6
2022 Q4	$48.1M	Buy	502,359 +40,473	+9%	+$3.89M	2.3%	5
2022 Q3	$44.3M	Buy	461,886 +40,555	+10%	+$4.12M	2.53%	6
2022 Q2	$43.1M	Sell	421,331 -341,615	-45%	-$35.1M	2.61%	6
2022 Q1	$82M	Buy	762,946 +210,983	+38%	+$23.4M	4.98%	3
2021 Q4	$63.5M	Buy	551,963 +316,695	+135%	+$36.4M	3.8%	3
2021 Q3	$27.1M	Buy	235,268 +56,541	+32%	+$6.61M	1.77%	12
2021 Q2	$20.6M	Sell	178,727 -9,666	-5%	-$1.11M	1.38%	16
2021 Q1	$21.3M	Sell	188,393 -17,555	-9%	-$2.05M	1.54%	15
2020 Q4	$24.7M	Buy	205,948 +12,829	+7%	+$1.54M	2.19%	10
2020 Q3	$23.5M	Buy	193,119 +17,661	+10%	+$2.15M	2.58%	10
2020 Q2	$21.4M	Buy	175,458 +5,133	+3%	+$624K	2.67%	10
2020 Q1	$20.7M	Sell	170,325 -50,839	-23%	-$5.85M	3.03%	9
2019 Q4	$24.4M	Buy	221,164 +32,571	+17%	+$3.63M	3.1%	9
2019 Q3	$21.2M	Buy	188,593 +11,928	+7%	+$1.33M	3.08%	9
2019 Q2	$19.4M	Sell	176,665 -1,385	-0.8%	-$148K	3.08%	9
2019 Q1	$19M	Sell	178,050 -39,430	-18%	-$4.12M	3.24%	8
2018 Q4	$22.7M	Buy	217,480 +9,939	+5%	+$1.01M	4.4%	5
2018 Q3	$21M	Buy	207,541 +16,951	+9%	+$1.73M	3.86%	6
2018 Q2	$19.5M	Buy	190,590 +18,598	+11%	+$1.89M	3.83%	4
2018 Q1	$17.7M	Buy	171,992 +34,392	+25%	+$3.54M	4.01%	4
2017 Q4	$14.5M	Buy	137,600 +10,000	+8%	+$1.06M	3.74%	6
2017 Q3	$13.6M	Buy	127,600 +6,902	+6%	+$740K	4.04%	5
2017 Q2	$12.9M	Buy	120,698 +4,460	+4%	+$476K	6.25%	5
2017 Q1	$12.3M	Sell	116,238 -2,961	-2%	-$311K	6.7%	5
2016 Q4	$12.5M	Buy	119,199 +9,795	+9%	+$1.05M	7.39%	5
2016 Q3	$12.2M	Buy	109,404 +8,556	+8%	+$959K	7.95%	5
2016 Q2	$11.4M	Buy	+100,848	New	+$11.2M	8.02%	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

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

SAM

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

Wealthcare Advisory Partners's IEF Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.9% in Q2 2026, selling an estimated $6.02M and leaving 1,008,438 shares worth $95.4M. The position accounts for 1.81% of the portfolio, ranked #6.

Wealthcare Advisory Partners first reported a position in IEF in Q2 2016 and has held it in 41 quarters since. The position peaked at $102M in Q1 2026. 202 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Wealthcare Advisory Partners held 1,008,438 shares of iShares 7-10 Year Treasury Bond ETF worth $95.4M as of Q2 2026.
Wealthcare Advisory Partners sold 63,608 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.02M.
iShares 7-10 Year Treasury Bond ETF made up 1.81% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #6 holding.
Wealthcare Advisory Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2016 and has held it in 41 quarters since.
Wealthcare Advisory Partners's iShares 7-10 Year Treasury Bond ETF position peaked at $102M in Q1 2026.
202 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.