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

Finley 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	$99.3K	Hold	1,050	–	–	0.04%	89
2026 Q1	$100K	Hold	1,050	–	–	0.05%	83
2025 Q4	$101K	Hold	1,050	–	–	0.05%	86
2025 Q3	$101K	Hold	1,050	–	–	0.05%	87
2025 Q2	$101K	Hold	1,050	–	–	0.05%	81
2025 Q1	$101K	Hold	1,050	–	–	0.06%	81
2024 Q4	$96.8K	Buy	+1,050	New	+$99.2K	0.05%	83

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Finley Financial's IEF Position: Q2 2026 in Review

Finley Financial held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 1,050 shares worth $99.3K. The position accounts for 0.04% of the portfolio, ranked #89.

Finley Financial first reported a position in IEF in Q4 2024 and has held it in 7 quarters since. The position peaked at $101K in Q3 2025. 755 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Finley Financial held 1,050 shares of iShares 7-10 Year Treasury Bond ETF worth $99.3K as of Q2 2026.
Finley Financial left its iShares 7-10 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 7-10 Year Treasury Bond ETF made up 0.04% of Finley Financial's portfolio in Q2 2026, its #89 holding.
Finley Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Finley Financial's iShares 7-10 Year Treasury Bond ETF position peaked at $101K in Q3 2025.
755 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.