Woodward Diversified Capital’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Woodward Diversified 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	$345K	Sell	3,651 -75	-2%	-$7.1K	0.15%	134
2026 Q1	$357K	Sell	3,726 -858	-19%	-$82.5K	0.16%	126
2025 Q4	$441K	Sell	4,584 -1,877	-29%	-$182K	0.2%	112
2025 Q3	$623K	Buy	6,461 +1,792	+38%	+$171K	0.29%	84
2025 Q2	$447K	Buy	4,669 +1,225	+36%	+$116K	0.23%	101
2025 Q1	$328K	Buy	3,444 +1,043	+43%	+$97.6K	0.23%	90
2024 Q4	$222K	Buy	+2,401	New	+$227K	0.16%	117
2024 Q2	–	Sell	-2,679	Closed	-$254K	–	165
2024 Q1	$254K	Sell	2,679 -667	-20%	-$63.2K	0.16%	137
2023 Q4	$323K	Sell	3,346 -177	-5%	-$16.4K	0.2%	112
2023 Q3	$323K	Buy	3,523 +322	+10%	+$30.4K	0.23%	106
2023 Q2	$309K	Sell	3,201 -511	-14%	-$50.2K	0.23%	99
2023 Q1	$368K	Buy	+3,712	New	+$363K	0.29%	88
2022 Q3	–	Sell	-3,027	Closed	-$310K	–	140
2022 Q2	$310K	Sell	3,027 -176	-5%	-$18.1K	0.24%	99
2022 Q1	$344K	Buy	3,203 +5	+0.2%	+$555	0.23%	107
2021 Q4	$368K	Buy	3,198 +407	+15%	+$46.8K	0.22%	116
2021 Q3	$322K	Sell	2,791 -526	-16%	-$61.5K	0.2%	128
2021 Q2	$383K	Sell	3,317 -55	-2%	-$6.29K	0.22%	114
2021 Q1	$381K	Buy	3,372 +981	+41%	+$114K	0.22%	110
2020 Q4	$287K	Buy	+2,391	New	+$288K	0.19%	122

Other funds holding IEF

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Woodward Diversified Capital's IEF Position: Q2 2026 in Review

Woodward Diversified Capital reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2% in Q2 2026, selling an estimated $7.1K and leaving 3,651 shares worth $345K. The position accounts for 0.15% of the portfolio, ranked #134.

Woodward Diversified Capital first reported a position in IEF in Q4 2020 and has held it in 19 quarters since. The position peaked at $623K in Q3 2025. 542 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Woodward Diversified Capital held 3,651 shares of iShares 7-10 Year Treasury Bond ETF worth $345K as of Q2 2026.
Woodward Diversified Capital sold 75 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.1K.
iShares 7-10 Year Treasury Bond ETF made up 0.15% of Woodward Diversified Capital's portfolio in Q2 2026, its #134 holding.
Woodward Diversified Capital first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 19 quarters since.
Woodward Diversified Capital's iShares 7-10 Year Treasury Bond ETF position peaked at $623K in Q3 2025.
542 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.