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Forum Finance Group’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Forum Finance 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 		$93K Sell
1,215
-1,010
-45% -$95.6K 0.03% 193
2026
Q1 		$169K Buy
+2,225
New +$214K 0.09% 140

Other funds holding IEF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
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

Forum Finance Group's IEF Position: Q2 2026 in Review

Forum Finance Group reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 45% in Q2 2026, selling an estimated $95.6K and leaving 1,215 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #193.

Forum Finance Group first reported a position in IEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $169K in Q1 2026. 1,136 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

  • Forum Finance Group held 1,215 shares of iShares 7-10 Year Treasury Bond ETF worth $93K as of Q2 2026.
  • Forum Finance Group sold 1,010 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $95.6K.
  • iShares 7-10 Year Treasury Bond ETF made up 0.03% of Forum Finance Group's portfolio in Q2 2026, its #193 holding.
  • Forum Finance Group first reported a position in iShares 7-10 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's iShares 7-10 Year Treasury Bond ETF position peaked at $169K in Q1 2026.
  • 1,136 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.