Compass Financial Group (Florida)’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Compass Financial Group (Florida)’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	$6.41M	Sell	67,777 -360	-0.5%	-$34.1K	2.71%	13
2026 Q1	$6.5M	Sell	68,137 -475	-0.7%	-$45.7K	2.93%	13
2025 Q4	$6.6M	Sell	68,612 -285	-0.4%	-$27.6K	2.91%	13
2025 Q3	$6.65M	Sell	68,897 -2,003	-3%	-$192K	2.98%	12
2025 Q2	$6.79M	Sell	70,900 -323	-0.5%	-$30.5K	3.4%	10
2025 Q1	$6.79M	Sell	71,223 -1,200	-2%	-$112K	3.49%	11
2024 Q4	$6.7M	Sell	72,423 -2,397	-3%	-$226K	3.2%	13
2024 Q3	$7.34M	Buy	74,820 +455	+0.6%	+$44K	3.4%	11
2024 Q2	$7M	Buy	74,365 +371	+0.5%	+$34.5K	3.48%	12
2024 Q1	$7M	Sell	73,994 -136	-0.2%	-$12.9K	3.73%	9
2023 Q4	$7.15M	Buy	+74,130	New	+$6.86M	4.02%	8

Other funds holding IEF

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Compass Financial Group (Florida)'s IEF Position: Q2 2026 in Review

Compass Financial Group (Florida) reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 0.53% in Q2 2026, selling an estimated $34.1K and leaving 67,777 shares worth $6.41M. The position accounts for 2.71% of the portfolio, ranked #13.

Compass Financial Group (Florida) first reported a position in IEF in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.34M in Q3 2024. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Compass Financial Group (Florida) held 67,777 shares of iShares 7-10 Year Treasury Bond ETF worth $6.41M as of Q2 2026.
Compass Financial Group (Florida) sold 360 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $34.1K.
iShares 7-10 Year Treasury Bond ETF made up 2.71% of Compass Financial Group (Florida)'s portfolio in Q2 2026, its #13 holding.
Compass Financial Group (Florida) first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Compass Financial Group (Florida)'s iShares 7-10 Year Treasury Bond ETF position peaked at $7.34M in Q3 2024.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Compass Financial Group (Florida)'s 13F filing for Q2 2026, filed 4 Aug 2026.