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

First Pacific 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 		$965 Hold
10
– – ﹤0.01% 500
2026
Q1 		$964 Hold
10
– – ﹤0.01% 582
2025
Q4 		$965 Buy
+10
New +$968 ﹤0.01% 460

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
AAG
Avalon Advisory Group Wexford, Pennsylvania $271M AUM 14.44% 1-Year Est. Return

First Pacific Financial's IEF Position: Q2 2026 in Review

First Pacific Financial held its iShares 7-10 Year Treasury Bond ETF (IEF) position steady in Q2 2026 at 10 shares worth $965. The position accounts for ﹤0.01% of the portfolio, ranked #500.

First Pacific Financial first reported a position in IEF in Q4 2025 and has held it in 3 quarters since. 473 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • First Pacific Financial held 10 shares of iShares 7-10 Year Treasury Bond ETF worth $965 as of Q2 2026.
  • First Pacific 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 ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #500 holding.
  • First Pacific Financial first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 473 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.