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

Clarity Financial’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 		$1.43M Buy
15,086
+584
+4% +$55.3K 0.12% 49
2026
Q1 		$1.38M Buy
14,502
+186
+1% +$17.9K 0.15% 44
2025
Q4 		$1.38M Sell
14,316
-2,381
-14% -$230K 0.13% 47
2025
Q3 		$1.61M Sell
16,697
-710,959
-98% -$68M 0.16% 46
2025
Q2 		$69.7M Buy
727,656
+2,599
+0.4% +$246K 7.5% 1
2025
Q1 		$69.1M Buy
725,057
+25,532
+4% +$2.39M 7.95% 1
2024
Q4 		$64.7M Buy
699,525
+31,991
+5% +$3.02M 7.73% 1
2024
Q3 		$65.5M Buy
667,534
+257,491
+63% +$24.9M 7.6% 1
2024
Q2 		$38.4M Buy
410,043
+10,747
+3% +$998K 5.67% 2
2024
Q1 		$37.8M Buy
399,296
+389,414
+3,941% +$36.9M 5.72% 2
2023
Q4 		$953K Buy
9,882
+640
+7% +$59.2K 0.17% 45
2023
Q3 		$846K Buy
9,242
+448
+5% +$42.3K 0.14% 57
2023
Q2 		$850K Buy
+8,794
New +$864K 0.12% 57
2023
Q1 		– Sell
-4,729
Closed -$453K – 59
2022
Q4 		$453K Sell
4,729
-206
-4% -$19.8K 0.09% 65
2022
Q3 		$474K Sell
4,935
-18
-0.4% -$1.83K 0.11% 57
2022
Q2 		$507K Sell
4,953
-218,390
-98% -$22.4M 0.11% 62
2022
Q1 		$24M Sell
223,343
-17,660
-7% -$1.96M 4.86% 4
2021
Q4 		$27.7M Buy
241,003
+69,070
+40% +$7.94M 4.33% 6
2021
Q3 		$19.8M Buy
+171,933
New +$20.1M 3.22% 6
2021
Q1 		– Sell
-147,563
Closed -$17.7M – 130
2020
Q4 		$17.7M Buy
+147,563
New +$17.8M 4.23% 4

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Clarity Financial's IEF Position: Q2 2026 in Review

Clarity Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4% in Q2 2026, buying an estimated $55.3K and bringing the position to 15,086 shares worth $1.43M. The position accounts for 0.12% of the portfolio, ranked #49.

Clarity Financial first reported a position in IEF in Q4 2020 and has held it in 20 quarters since. The position peaked at $69.7M in Q2 2025. 704 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Clarity Financial held 15,086 shares of iShares 7-10 Year Treasury Bond ETF worth $1.43M as of Q2 2026.
  • Clarity Financial bought 584 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $55.3K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.12% of Clarity Financial's portfolio in Q2 2026, its #49 holding.
  • Clarity Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Clarity Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $69.7M in Q2 2025.
  • 704 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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