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

Chapman 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 		$219K Sell
2,320
-150
-6% -$14.2K 0.15% 129
2026
Q1 		$236K Sell
2,470
-100
-4% -$9.62K 0.17% 116
2025
Q4 		$247K Buy
2,570
+670
+35% +$64.8K 0.17% 118
2025
Q3 		$183K Buy
1,900
+520
+38% +$49.7K 0.13% 133
2025
Q2 		$132K Buy
+1,380
New +$130K 0.11% 117
2024
Q4 		$146K Buy
+1,580
New +$149K 0.12% 116

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

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

Chapman Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 6.1% in Q2 2026, selling an estimated $14.2K and leaving 2,320 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #129.

Chapman Financial Group first reported a position in IEF in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q4 2025. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Chapman Financial Group held 2,320 shares of iShares 7-10 Year Treasury Bond ETF worth $219K as of Q2 2026.
  • Chapman Financial Group sold 150 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.2K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.15% of Chapman Financial Group's portfolio in Q2 2026, its #129 holding.
  • Chapman Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Chapman Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $247K in Q4 2025.
  • 1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.