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

Ehrlich 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 		$1.93M Sell
20,416
-860
-4% -$81.4K 0.99% 29
2026
Q1 		$2.03M Buy
+21,276
New +$2.05M 1.17% 30

Other funds holding IEF

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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GG
Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
M
MATAURO New York $756M AUM 20.74% 1-Year Est. Return

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

Ehrlich Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 4% in Q2 2026, selling an estimated $81.4K and leaving 20,416 shares worth $1.93M. The position accounts for 0.99% of the portfolio, ranked #29.

Ehrlich Financial Group first reported a position in IEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.03M in Q1 2026. 372 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Ehrlich Financial Group held 20,416 shares of iShares 7-10 Year Treasury Bond ETF worth $1.93M as of Q2 2026.
  • Ehrlich Financial Group sold 860 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $81.4K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.99% of Ehrlich Financial Group's portfolio in Q2 2026, its #29 holding.
  • Ehrlich Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Ehrlich Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $2.03M in Q1 2026.
  • 372 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.