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West Branch Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

West Branch Capital’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 		$19.9K Sell
210
-32
-13% -$3.03K ﹤0.01% 188
2026
Q1 		$23.1K Buy
242
+10
+4% +$962 0.01% 169
2025
Q4 		$22.3K Buy
232
+2
+0.9% +$194 0.01% 184
2025
Q3 		$22.1K Buy
230
+2
+0.9% +$191 0.01% 200
2025
Q2 		$21.8K Buy
228
+2
+0.9% +$189 0.01% 202
2025
Q1 		$21.5K Buy
+226
New +$21.1K 0.01% 217

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

West Branch Capital's IEF Position: Q2 2026 in Review

West Branch Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 13% in Q2 2026, selling an estimated $3.03K and leaving 210 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

West Branch Capital first reported a position in IEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.1K in Q1 2026. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • West Branch Capital held 210 shares of iShares 7-10 Year Treasury Bond ETF worth $19.9K as of Q2 2026.
  • West Branch Capital sold 32 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.03K.
  • iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #188 holding.
  • West Branch Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • West Branch Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $23.1K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.