Yoder Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Yoder Wealth Management’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 Q3	$305K	Hold	3,394	–	–	0.12%	103
2026 Q2	$320K	Hold	3,394	–	–	0.13%	99
2026 Q1	$322K	Sell	3,394 -51	-1%	-$4.91K	0.15%	91
2025 Q4	$329K	Hold	3,445	–	–	0.15%	86
2025 Q3	$330K	Sell	3,445 -170	-5%	-$16.3K	0.16%	79
2025 Q2	$345K	Hold	3,615	–	–	0.18%	77
2025 Q1	$343K	Hold	3,615	–	–	0.19%	73
2024 Q4	$334K	Sell	3,615 -900	-20%	-$85K	0.18%	76
2024 Q3	$440K	Sell	4,515 -400	-8%	-$38.7K	0.26%	64
2024 Q2	$460K	Hold	4,915	–	–	0.3%	60
2024 Q1	$465K	Sell	4,915 -860	-15%	-$81.5K	0.3%	60
2023 Q4	$557K	Sell	5,775 -1,428	-20%	-$132K	0.39%	49
2023 Q3	$661K	Sell	7,203 -177	-2%	-$16.7K	0.55%	44
2023 Q2	$713K	Sell	7,380 -5,500	-43%	-$541K	0.56%	39
2023 Q1	$1.28M	Buy	+12,880	New	+$1.26M	1.06%	30

Other funds holding IEF

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Twele Capital Management Minnetonka, Minnesota $605M AUM 5.95% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Yoder Wealth Management's IEF Position: Q3 2026 in Review

Yoder Wealth Management held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q3 2026 at 3,394 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #103.

Yoder Wealth Management first reported a position in IEF in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2023. 211 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

Yoder Wealth Management held 3,394 shares of iShares 7-10 Year Treasury Bond ETF worth $305K as of Q3 2026.
Yoder Wealth Management left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q3 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.12% of Yoder Wealth Management's portfolio in Q3 2026, its #103 holding.
Yoder Wealth Management first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's iShares 7-10 Year Treasury Bond ETF position peaked at $1.28M in Q1 2023.
211 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.