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

Berger 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 Q2	$391K	Sell	4,138 -151	-4%	-$14.3K	0.02%	333
2026 Q1	$409K	Buy	4,289 +210	+5%	+$20.2K	0.02%	313
2025 Q4	$392K	Sell	4,079 -85	-2%	-$8.22K	0.02%	324
2025 Q3	$402K	Buy	4,164 +183	+5%	+$17.5K	0.02%	310
2025 Q2	$381K	Sell	3,981 -362	-8%	-$34.2K	0.02%	300
2025 Q1	$414K	Sell	4,343 -125	-3%	-$11.7K	0.03%	284
2024 Q4	$413K	Buy	4,468 +65	+1%	+$6.14K	0.03%	280
2024 Q3	$432K	Buy	4,403 +1,132	+35%	+$109K	0.03%	250
2024 Q2	$306K	Buy	3,271 +1,035	+46%	+$96.2K	0.02%	280
2024 Q1	$212K	Buy	+2,236	New	+$212K	0.02%	346

Other funds holding IEF

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

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

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

BTI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Berger Financial Group's IEF Position: Q2 2026 in Review

Berger Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.5% in Q2 2026, selling an estimated $14.3K and leaving 4,138 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #333.

Berger Financial Group first reported a position in IEF in Q1 2024 and has held it in 10 quarters since. The position peaked at $432K in Q3 2024. 808 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Berger Financial Group held 4,138 shares of iShares 7-10 Year Treasury Bond ETF worth $391K as of Q2 2026.
Berger Financial Group sold 151 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.3K.
iShares 7-10 Year Treasury Bond ETF made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #333 holding.
Berger Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Berger Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $432K in Q3 2024.
808 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.