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ABLE Financial Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

ABLE Financial Group’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
Q1 		$2.31M Buy
24,241
+1,879
+8% +$181K 0.45% 54
2025
Q4 		$2.15M Buy
22,362
+5,255
+31% +$508K 0.44% 51
2025
Q3 		$1.65M Buy
17,107
+1,531
+10% +$146K 0.36% 60
2025
Q2 		$1.49M Sell
15,576
-3,205
-17% -$303K 0.36% 63
2025
Q1 		$1.79M Buy
18,781
+1,705
+10% +$160K 0.5% 42
2024
Q4 		$1.58M Sell
17,076
-70,327
-80% -$6.64M 0.47% 48
2024
Q3 		$8.58M Buy
87,403
+44,284
+103% +$4.28M 2.65% 12
2024
Q2 		$4.04M Buy
43,119
+6,721
+18% +$624K 1.46% 18
2024
Q1 		$3.45M Buy
36,398
+27,506
+309% +$2.61M 1.35% 18
2023
Q4 		$857K Buy
8,892
+5,049
+131% +$467K 0.37% 50
2023
Q3 		$352K Buy
3,843
+178
+5% +$16.8K 0.18% 97
2023
Q2 		$354K Sell
3,665
-312
-8% -$30.7K 0.18% 88
2023
Q1 		$394K Buy
+3,977
New +$389K 0.26% 80

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

ABLE Financial Group's IEF Position: Q1 2026 in Review

ABLE Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 8.4% in Q1 2026, buying an estimated $181K and bringing the position to 24,241 shares worth $2.31M. The position accounts for 0.45% of the portfolio, ranked #54.

ABLE Financial Group first reported a position in IEF in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.58M in Q3 2024. 1,114 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • ABLE Financial Group held 24,241 shares of iShares 7-10 Year Treasury Bond ETF worth $2.31M as of Q1 2026.
  • ABLE Financial Group bought 1,879 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $181K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.45% of ABLE Financial Group's portfolio in Q1 2026, its #54 holding.
  • ABLE Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $8.58M in Q3 2024.
  • 1,114 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.