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

Ethos 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	$924K	Sell	9,769 -3,960	-29%	-$375K	0.06%	240
2026 Q1	$1.31M	Sell	13,729 -658	-5%	-$63.3K	0.1%	174
2025 Q4	$1.38M	Sell	14,387 -698	-5%	-$67.5K	0.1%	168
2025 Q3	$1.46M	Sell	15,085 -4,182	-22%	-$400K	0.11%	147
2025 Q2	$1.85M	Sell	19,267 -6,910	-26%	-$653K	0.16%	125
2025 Q1	$2.5M	Sell	26,177 -26,274	-50%	-$2.46M	0.24%	100
2024 Q4	$4.85M	Buy	+52,451	New	+$4.96M	0.63%	48
2024 Q1	–	Sell	-5,690	Closed	-$548K	–	293
2023 Q4	$548K	Buy	+5,690	New	+$526K	0.12%	135

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

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

Ethos Financial Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 29% in Q2 2026, selling an estimated $375K and leaving 9,769 shares worth $924K. The position accounts for 0.06% of the portfolio, ranked #240.

Ethos Financial Group first reported a position in IEF in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.85M in Q4 2024. 1,138 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Ethos Financial Group held 9,769 shares of iShares 7-10 Year Treasury Bond ETF worth $924K as of Q2 2026.
Ethos Financial Group sold 3,960 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $375K.
iShares 7-10 Year Treasury Bond ETF made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #240 holding.
Ethos Financial Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Ethos Financial Group's iShares 7-10 Year Treasury Bond ETF position peaked at $4.85M in Q4 2024.
1,138 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

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