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

Dunhill 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	$5.77K	Buy	61 +54	+771%	+$5.11K	﹤0.01%	664
2026 Q1	$668	Buy	+7	New	+$673	﹤0.01%	1054
2025 Q4	–	Hold	0	–	–	–	105
2025 Q3	–	Sell	-524	Closed	-$50.1K	–	90
2025 Q2	$50.2K	Sell	524 -308	-37%	-$29.1K	0.01%	238
2025 Q1	$79.4K	Sell	832 -73	-8%	-$6.83K	0.04%	154
2024 Q4	$83.7K	Buy	905 +516	+133%	+$48.8K	0.04%	142
2024 Q3	$38.2K	Buy	+389	New	+$37.6K	0.02%	190

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

Dunhill Financial's IEF Position: Q2 2026 in Review

Dunhill Financial increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 771% in Q2 2026, buying an estimated $5.11K and bringing the position to 61 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Dunhill Financial first reported a position in IEF in Q3 2024 and has held it in 6 quarters since. The position peaked at $83.7K in Q4 2024. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Dunhill Financial held 61 shares of iShares 7-10 Year Treasury Bond ETF worth $5.77K as of Q2 2026.
Dunhill Financial bought 54 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.11K.
iShares 7-10 Year Treasury Bond ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #664 holding.
Dunhill Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 6 quarters since.
Dunhill Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $83.7K in Q4 2024.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.