Certior Financial Group
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
Q3 		$2.72M Sell
30,434
-105
-0.3% -$9.7K 1.47% 19
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Certior Financial Group's IEF Position: Q3 2026 in Review

Certior Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.34% in Q3 2026, selling an estimated $9.7K and leaving 30,434 shares worth $2.72M. The position accounts for 1.47% of the portfolio, ranked #19.

Certior Financial Group first reported a position in IEF in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.89M in Q2 2026. 662 funds tracked by Wall St. Rank hold IEF as of Q3 2026.

  • Certior Financial Group held 30,434 shares of iShares 7-10 Year Treasury Bond ETF worth $2.72M as of Q3 2026.
  • Certior Financial Group sold 105 iShares 7-10 Year Treasury Bond ETF shares in Q3 2026, an estimated $9.7K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.47% of Certior Financial Group's portfolio in Q3 2026, its #19 holding.
  • Certior Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • Certior Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.89M in Q2 2026.
  • 662 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2026.

Based on Certior Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.