CFG
IEF icon

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

Certior 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 		$2.89M Buy
30,539
+1,083
+4% +$102K 1.58% 18
2026
Q1 		$2.81M Buy
29,456
+3,645
+14% +$351K 1.79% 12
2025
Q4 		$2.48M Buy
25,811
+3,432
+15% +$332K 1.68% 16
2025
Q3 		$2.16M Sell
22,379
-430
-2% -$41.1K 1.43% 18
2025
Q2 		$2.18M Sell
22,809
-398
-2% -$37.6K 1.63% 18
2025
Q1 		$2.21M Buy
23,207
+280
+1% +$26.2K 1.79% 18
2024
Q4 		$2.12M Buy
+22,927
New +$2.17M 1.83% 14

Other funds holding IEF

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
PC
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AAG
Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

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

Certior Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 3.7% in Q2 2026, buying an estimated $102K and bringing the position to 30,539 shares worth $2.89M. The position accounts for 1.58% of the portfolio, ranked #18.

Certior Financial Group first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. 467 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Certior Financial Group held 30,539 shares of iShares 7-10 Year Treasury Bond ETF worth $2.89M as of Q2 2026.
  • Certior Financial Group bought 1,083 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $102K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.58% of Certior Financial Group's portfolio in Q2 2026, its #18 holding.
  • Certior Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 467 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.