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

Wealthcare Capital 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 		$3.95M Buy
41,803
+1,913
+5% +$181K 1.63% 9
2026
Q1 		$3.81M Buy
39,890
+336
+0.8% +$32.3K 1.78% 8
2025
Q4 		$3.8M Sell
39,554
-125
-0.3% -$12.1K 1.78% 9
2025
Q3 		$3.83M Buy
39,679
+2,602
+7% +$249K 1.76% 10
2025
Q2 		$3.55M Buy
37,077
+3
+0% +$284 1.79% 8
2025
Q1 		$3.54M Buy
37,074
+179
+0.5% +$16.7K 1.82% 8
2024
Q4 		$3.41M Buy
+36,895
New +$3.49M 1.78% 9

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

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

Wealthcare Capital Partners increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4.8% in Q2 2026, buying an estimated $181K and bringing the position to 41,803 shares worth $3.95M. The position accounts for 1.63% of the portfolio, ranked #9.

Wealthcare Capital Partners first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 541 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Wealthcare Capital Partners held 41,803 shares of iShares 7-10 Year Treasury Bond ETF worth $3.95M as of Q2 2026.
  • Wealthcare Capital Partners bought 1,913 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $181K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.63% of Wealthcare Capital Partners's portfolio in Q2 2026, its #9 holding.
  • Wealthcare Capital Partners first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 541 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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