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

Erickson 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
Q1 		$2.54M Buy
26,657
+2,955
+12% +$284K 1.59% 11
2025
Q4 		$2.28M Buy
23,702
+6,762
+40% +$654K 1.4% 13
2025
Q3 		$1.63M Buy
16,940
+768
+5% +$73.4K 1.03% 13
2025
Q2 		$1.55M Buy
+16,172
New +$1.53M 1.05% 13

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Erickson Financial Group's IEF Position: Q1 2026 in Review

Erickson Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 12% in Q1 2026, buying an estimated $284K and bringing the position to 26,657 shares worth $2.54M. The position accounts for 1.59% of the portfolio, ranked #11.

Erickson Financial Group first reported a position in IEF in Q2 2025 and has held it in 4 quarters since. 1,115 funds tracked by Wall St. Rank hold IEF as of Q1 2026.

  • Erickson Financial Group held 26,657 shares of iShares 7-10 Year Treasury Bond ETF worth $2.54M as of Q1 2026.
  • Erickson Financial Group bought 2,955 iShares 7-10 Year Treasury Bond ETF shares in Q1 2026, an estimated $284K.
  • iShares 7-10 Year Treasury Bond ETF made up 1.59% of Erickson Financial Group's portfolio in Q1 2026, its #11 holding.
  • Erickson Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.