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 Q2	$2.75M	Buy	29,057 +2,400	+9%	+$227K	1.47%	11
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 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

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

Erickson Financial Group increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 9% in Q2 2026, buying an estimated $227K and bringing the position to 29,057 shares worth $2.75M. The position accounts for 1.47% of the portfolio, ranked #11.

Erickson Financial Group first reported a position in IEF in Q2 2025 and has held it in 5 quarters since. 1,141 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Erickson Financial Group held 29,057 shares of iShares 7-10 Year Treasury Bond ETF worth $2.75M as of Q2 2026.
Erickson Financial Group bought 2,400 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $227K.
iShares 7-10 Year Treasury Bond ETF made up 1.47% of Erickson Financial Group's portfolio in Q2 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 5 quarters since.
1,141 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Erickson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.