Second Half Financial Partners, LLC IEF holdings history
ISHARES 7-10 YEAR TREASURY B · CUSIP 464287440 · CIK 1946654
As of 2026-06-30, Second Half Financial Partners, LLC reported 3.16K IEF (shares), valued at $299.13K, or 0.12% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares decreased 26.37%; reported value decreased 27.04%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.12% | 3,163 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 0.18% | 4,296 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.13% | 3,039 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.13% | 3,039 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 0.14% | 3,039 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 0.15% | 3,139 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 0.17% | 3,656 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.23% | 4,418 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | 5.05% | 119,853 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 5.92% | 124,456 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 6.48% | 141,985 | SEC filing ↗Filed Nov 13, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.48% | 141,985 | $13.00M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 13, 2023 |
| Q4 2023 | 5.92% | 124,456 | $12.00M | Shares decreased 12.35%; reported value decreased 7.75%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 5.05% | 119,853 | $11.35M | Shares decreased 3.70%; reported value decreased 5.43%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 0.23% | 4,418 | $433.49K | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 0.17% | 3,656 | $338.00K | Shares decreased 17.25%; reported value decreased 22.03%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 0.15% | 3,139 | $299.37K | Shares decreased 14.14%; reported value decreased 11.43%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 0.14% | 3,039 | $291.05K | Shares decreased 3.19%; reported value decreased 2.78%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 0.13% | 3,039 | $293.14K | Shares unchanged; reported value increased 0.72%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 0.13% | 3,039 | $292.23K | Shares unchanged; reported value decreased 0.31%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 0.18% | 4,296 | $410.01K | Shares increased 41.36%; reported value increased 40.30%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.12% | 3,163 | $299.13K | Shares decreased 26.37%; reported value decreased 27.04%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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