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

AmeriFlex 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 Q2	$406K	Hold	4,296	–	–	0.17%	125
2026 Q1	$410K	Sell	4,296 -26	-0.6%	-$2.5K	0.21%	102
2025 Q4	$416K	Sell	4,322 -1,986	-31%	-$192K	0.22%	104
2025 Q3	$608K	Buy	6,308 +5,258	+501%	+$503K	0.23%	85
2025 Q2	$100K	Hold	1,050	–	–	0.05%	256
2025 Q1	$100K	Hold	1,050	–	–	0.04%	337
2024 Q4	$97.7K	Buy	+1,050	New	+$99.2K	0.04%	303

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

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

AmeriFlex Group's IEF Position: Q2 2026 in Review

AmeriFlex Group held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 4,296 shares worth $406K. The position accounts for 0.17% of the portfolio, ranked #125.

AmeriFlex Group first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $608K in Q3 2025. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

AmeriFlex Group held 4,296 shares of iShares 7-10 Year Treasury Bond ETF worth $406K as of Q2 2026.
AmeriFlex Group left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.17% of AmeriFlex Group's portfolio in Q2 2026, its #125 holding.
AmeriFlex Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares 7-10 Year Treasury Bond ETF position peaked at $608K in Q3 2025.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.