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

Focus Financial Network’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	$38.4M	Buy	405,791 +22,157	+6%	+$2.1M	1.19%	15
2026 Q1	$36.6M	Buy	383,634 +13,193	+4%	+$1.27M	1.31%	11
2025 Q4	$35.6M	Buy	370,441 +25,591	+7%	+$2.48M	1.24%	12
2025 Q3	$33.3M	Buy	344,850 +9,059	+3%	+$866K	1.19%	15
2025 Q2	$32.2M	Buy	335,791 +21,184	+7%	+$2M	1.27%	11
2025 Q1	$30M	Buy	314,607 +35,143	+13%	+$3.29M	1.23%	11
2024 Q4	$25.8M	Sell	279,464 -3,066	-1%	-$290K	1.03%	17
2024 Q3	$27.7M	Buy	282,530 +5,491	+2%	+$531K	1.13%	13
2024 Q2	$26.4M	Buy	277,039 +12,556	+5%	+$1.17M	1.13%	15
2024 Q1	$24.2M	Buy	264,483 +106,715	+68%	+$10.1M	1.18%	15
2023 Q4	$15.2M	Buy	157,768 +2,105	+1%	+$195K	0.57%	34
2023 Q3	$14.3M	Buy	155,663 +26,958	+21%	+$2.54M	0.8%	25
2023 Q2	$12.4M	Buy	128,705 +123,999	+2,635%	+$12.2M	0.69%	30
2023 Q1	$466K	Buy	+4,706	New	+$460K	0.03%	366
2021 Q4	–	Sell	-8,474	Closed	-$976K	–	403
2021 Q3	$976K	Buy	+8,474	New	+$991K	0.13%	154
2020 Q4	–	Sell	-87,904	Closed	-$10.7M	–	449
2020 Q3	$10.7M	Buy	87,904 +3,163	+4%	+$386K	1%	22
2020 Q2	$10.3M	Buy	84,741 +9,975	+13%	+$1.21M	1.15%	16
2020 Q1	$9.08M	Buy	74,766 +67,606	+944%	+$7.78M	1.22%	16
2019 Q4	$789K	Buy	7,160 +3,385	+90%	+$377K	0.1%	182
2019 Q3	$425K	Buy	3,775 +366	+11%	+$40.8K	0.06%	249
2019 Q2	$375K	Buy	3,409 +1,043	+44%	+$112K	0.06%	250
2019 Q1	$252K	Buy	+2,366	New	+$247K	0.04%	307

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

Focus Financial Network's IEF Position: Q2 2026 in Review

Focus Financial Network increased its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 5.8% in Q2 2026, buying an estimated $2.1M and bringing the position to 405,791 shares worth $38.4M. The position accounts for 1.19% of the portfolio, ranked #15.

Focus Financial Network first reported a position in IEF in Q1 2019 and has held it in 22 quarters since. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Focus Financial Network held 405,791 shares of iShares 7-10 Year Treasury Bond ETF worth $38.4M as of Q2 2026.
Focus Financial Network bought 22,157 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.1M.
iShares 7-10 Year Treasury Bond ETF made up 1.19% of Focus Financial Network's portfolio in Q2 2026, its #15 holding.
Focus Financial Network first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2019 and has held it in 22 quarters since.
1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.