Benningfield Financial Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Benningfield Financial Advisors’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	$20.2M	Buy	213,887 +6,530	+3%	+$618K	14.98%	3
2026 Q1	$19.8M	Buy	207,357 +12,932	+7%	+$1.24M	15.62%	3
2025 Q4	$18.7M	Buy	194,425 +7,569	+4%	+$732K	14.63%	4
2025 Q3	$18M	Buy	186,856 +10,749	+6%	+$1.03M	14.22%	4
2025 Q2	$16.9M	Buy	176,107 +2,683	+2%	+$254K	14.56%	4
2025 Q1	$16.5M	Buy	173,424 +12,129	+8%	+$1.13M	15.89%	3
2024 Q4	$14.9M	Buy	+161,295	New	+$15.2M	14.59%	4

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

Benningfield Financial Advisors's IEF Position: Q2 2026 in Review

Benningfield Financial Advisors increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.1% in Q2 2026, buying an estimated $618K and bringing the position to 213,887 shares worth $20.2M. The position accounts for 14.98% of the portfolio, ranked #3.

Benningfield Financial Advisors first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Benningfield Financial Advisors held 213,887 shares of iShares 7-10 Year Treasury Bond ETF worth $20.2M as of Q2 2026.
Benningfield Financial Advisors bought 6,530 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $618K.
iShares 7-10 Year Treasury Bond ETF made up 14.98% of Benningfield Financial Advisors's portfolio in Q2 2026, its #3 holding.
Benningfield Financial Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Benningfield Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.